BAM WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- LAKEWOOD, Colorado
- CRD number
- 330237
- Registered since
- April 11, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.92%
- Individuals37.97%
- Corporations / Businesses1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
BAM Wealth Management LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is organized as an LLC and became SEC-registered in 2025. Its primary revenue model is a percentage-of-assets-under-management fee schedule. Service offerings center on comprehensive financial planning and portfolio management for individuals and small businesses, supplemented by selection of third‑party advisers and educational seminars. The firm identifies as an active ESG investor and maintains a single-state regulatory footprint. Ownership is held by an individual principal.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities40%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1KRISTY AFRAIMI
Chief Operating OfficerCRD 6022300
Contacts
3 of 9LIBERTY STREETER
Investment Advisor RepresentativeCRD 7497020
Jeremy Fritsch
Investment Advisor RepresentativeCRD 7906592
JAMAL SCHLENSOG
Investment Advisor RepresentativeCRD 7844260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$98.4M in ETFs
27%
$26.3M
69%
$72.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $6.2M | 67,175 | 6.30% |
Location
LAKEWOOD, CO
JEFFERSON
Location
LAKEWOOD, CO
Headquartered in LAKEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- JEFFERSON
- Address
- 165 S Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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