BAM Wealth Management LLC

Overview

BAM Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2025. The firm charges fees as a percentage of assets under management and serves both individual/family clients and institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm identifies as an active ESG investor and operates as a capital allocator, arranging third-party managers and alternative fund commitments on behalf of clients. BAM maintains an industry affiliation with an insurance company, and its business mix combines discretionary portfolio management with non-discretionary advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives