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Aaron Michael Deitz

Bsw Wealth Partners

Boulder, CO

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Current Employers
Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-13
CO RA APPROVED 2018-06-27
  • TX RA
    APPROVED_RES
    Since 2023-09-13
  • CO RA
    APPROVED
    Since 2018-06-27

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rmb Capital Management Chicago IL 01/2015 02/2017
Sonotize Denver CO 06/2017 11/2017
Focused Energy Denver CO 11/2017 03/2018
Bsw Wealth Partners, Inc., A Public Benefit Corporation Denver CO 04/2018 Present
Unemployed Burr Ridge IL 02/2017 06/2017
  • 01/2015 → 02/2017
    Rmb Capital Management
    Chicago, IL
  • 06/2017 → 11/2017
    Sonotize
    Denver, CO
  • 11/2017 → 03/2018
    Focused Energy
    Denver, CO
  • 04/2018 → Present
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Denver, CO
  • 02/2017 → 06/2017
    Unemployed
    Burr Ridge, IL
Other Businesses

Mr. Deitz serves on the limited partners advisory committee for New Summit Impact Fund III ("NSIF III") and on the investment advisory committees for NSIF III, New Summit Impact Fund II ("NSIF II"), and Private Market Impact Fund I ("PMIF I"). These funds are a joint venture by two registered investment advisers to provide broad investor access to a diversified, multi-manager portfolio of private funds with environmental and social impact. Mr. Deitz is not compensated for his service on the advisory committees. There is no affiliation between BSW Wealth Partners and NSIF II, NSIF III or PMIF I. Certain of BSW Wealth Partners' clients are invested in one or more of these funds. Mr. Dietze dedicates approximately one hour per month (0 during trading hours). Mr. Deitz serves on the limited partnership advisory committee for Renewal Funds which invests in early growth stage companies in Canada and the United States. Mr. Deitz is not compensated for his service on the advisory board. There is no affiliation between BSW Wealth Partners and Renewal Funds. Certain of BSW Wealth Partners' clients are invested in one or more Renewal Funds. Mr. Dietze dedicates approximately one hour per month (0 during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-27
  • S65 Uniform Investment Adviser Law Examination
    2018-06-27

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