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BCO WEALTH MANAGEMENT, LLC
CRD 322276 · SEC 801-126061
412 N CANAL ST, CARLSBAD, NM, 88220, United States
Phone
575-887-2013
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$359.8M
Discretionary AUM
$358.6M
Team
9 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 417 | $89.9M |
| High net worth individuals | 109 | $222.6M |
| Pension/profit sharing plans | 6 | $15.2M |
| Charitable organizations | 4 | $20.6M |
| Corporations/business entities | 4 | $1.5M |
States served
AZ, CO, KS, LA, NM, OK, MO, TX
All web addresses on file
Official SEC filing: View on IAPD