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BXM WEALTH LLC
CRD 332544 · SEC 801-131828
8310 S VALLEY HIGHWAY, SUITE 300, BXM WEALTH, ENGLEWOOD, CO, 80112, United States
Phone
303-704-2592
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.3M
Discretionary AUM
$200.8M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $8.1M |
| High net worth individuals | 36 | $223.2M |
States served
CA, CO, MO, TX
All web addresses on file
Official SEC filing: View on IAPD