Bok Financial Private Wealth, Inc.
● SEC registered since 1996CRD 106733SEC# 801-51401Denver, CO
Reg. AUM
$3.72B
Employees
37
Accounts
2,402
Location
Denver, CO
Bok Financial Private Wealth, Inc. assets under management
Bok Financial Private Wealth, Inc. is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 1996. It reports $3.7 billion in regulatory assets under management and employs 37 people.
Bok Financial Private Wealth, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bok Financial Corporation Control | Direct Beneficial Owner | Over 75% | 2012 |
| Bryan Petry Control | Treasurer And Tax Officer | Under 5% | 2024 |
| Carrie Clasen Porter Control | Senior Vice President And Chief Operating Officer | Under 5% | 2024 |
| Clint Scott Dishman Control | Senior Vice President And Manager, Strategic Investment Advisors | Under 5% | 2019 |
| Eric Scott Holt Control | President And Managing Director | Under 5% | 2022 |
| Fenny Jie Control | Managing Director, Investments | Under 5% | 2025 |
| Gregory Ayres Wheeler Control | Chief Executive Officer | Under 5% | 2015 |
| Ryan Michael Flippo Control | Chief Compliance Officer | Under 5% | 2025 |
| Scott Bradley Grauer Control | Chairman | Under 5% | 2012 |
| George Bruce Kaiser Control | Indirect Beneficial Owner | Over 75% | 2012 |
Frequently asked questions
How much does Bok Financial Private Wealth, Inc. manage?
Bok Financial Private Wealth, Inc. reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does Bok Financial Private Wealth, Inc. have?
Bok Financial Private Wealth, Inc. reports 37 employees.
Where is Bok Financial Private Wealth, Inc. located?
Bok Financial Private Wealth, Inc. is based in Denver, CO and has been SEC-registered since 1996.
Does Bok Financial Private Wealth, Inc. disclose fund performance?
Bok Financial Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 Broadway, 4th Floor, Denver, CO 80202 |
| Phone | 303-539-0100 |
| Fax | 303-539-0101 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.72B▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,306 advisers
EmployeesTop 15%
More than 85% of 16,824 advisers
Assets under management
$3.72Bregulatory AUM
Discretionary $3.68BNon-discretionary $46.2M