BAM Wealth Management LLC
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 330237
- Registered since
- April 11, 2025
- Website
- bamadvisorygroup.com
- 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, SEC-registered registered investment adviser organized as an LLC and operating as a fee-based wealth manager. The firm acts as a capital allocator for both individual/family and institutional clients, charging a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses, plus selection of third-party managers and client education through seminars and workshops. BAM reports being an active ESG investor and maintains an affiliation with an insurance company. The firm presents itself as a multi-service RIA that blends traditional portfolio management with manager selection capabilities, suggesting a hybrid model that combines in-house advice with external fund access for clients who need exposure beyond public markets.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Kristy Afraimi
Chief Operating OfficerCRD 6022300
Contacts
3 of 8
David Afraimi
Founder & Investment Advisor RepresentativeCRD 5844646

Maxwell Ross
Vice President - Client SolutionsCRD 7068801

Nicholas Donakowski
Investment Adviser RepresentativeCRD 7371914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$118M in ETFs
28%
$33.4M
66%
$84.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $6.5M | 70,678 | 5.52% |
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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