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BCWM
BCWM, LLC.
CRD 144748 · SEC 801-68214
14221 METCALF AVE, SUITE 201, OVERLAND PARK, KS, 66223, United States
Phone
913-685-2300
Fax
913-685-2311
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$665.2M
Discretionary AUM
$665.2M
Team
12 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsGENERAL FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $66.5M |
| High net worth individuals | 191 | $598.7M |
States served
AZ, CA, KS, MI, NY, OH, OK, TN, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD