SEC Form ADV

BOK FINANCIAL PRIVATE WEALTH, INC.

Registered Investment AdviserCO
$3.7B
Assets Under Management
2,402
Total Clients
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Registration Details

Accession
CRD-106733
Location
DENVER, CO
Filing Date
March 26, 2026
AUM
$3.7B
Total Clients
2,402
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

BOK FINANCIAL PRIVATE WEALTH, INC. is a registered investment adviser headquartered in DENVER, CO, managing approximately $3.7B in assets across 2,402 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.