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BZ WEALTH ADVISORS, LLC
CRD 335978 · SEC 801-132953
10288 WEST CHATFIELD AVENUE, SUITE 300, LITTLETON, CO, 80127, United States
Phone
2085084070
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.0M
Discretionary AUM
$26.0M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.9M |
| High net worth individuals | 16 | $24.1M |
States served
CA, CO, ID
All web addresses on file
Official SEC filing: View on IAPD