Overview
Assets Under Management: $178 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
BAM WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330237), BAM WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
BAM WEALTH MANAGEMENT LLC is headquartered in LAKEWOOD, CO.
BAM WEALTH MANAGEMENT LLC serves 59 high-net-worth clients according to their SEC filing dated December 09, 2025. View client details ↓
According to their SEC Form ADV, BAM WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BAM WEALTH MANAGEMENT LLC manages $178 million in client assets according to their SEC filing dated December 09, 2025.
According to their SEC Form ADV, BAM WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 804
Discretionary Accounts: 800
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 330237
Filing ID: 2029951
Last Filing Date: 2025-12-09 13:50:37
Website: 1