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BAM WEALTH MANAGEMENT LLC
CRD 330237 · SEC 801-132401
165 SOUTH UNION BLVD, SUITE 675, LAKEWOOD, CO, 80228, United States
Phone
303-531-5055
Fax
303-496-7100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.0M
Discretionary AUM
$197.8M
Team
16 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $76.7M |
| High net worth individuals | 70 | $123.1M |
| Corporations/business entities | 3 | $2.2M |
States served
CA, CO, NM, NY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD