BXM Wealth LLC
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 332544
- Registered since
- January 16, 2025
- Website
- www.bxmwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.51%
- Individuals3.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BXM Wealth LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and serves mainly individual and family clients, charging fees based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm does not self-manage capital allocations (it uses third‑party managers for alternatives), is not positioned as an ESG investor, and is not registered as a multi‑state adviser. It also does not identify as a pension consultant or a related adviser to another firm.
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 Funds45%
- Exchange Traded Equities44%
- Cash & Cash Equivalents3%
- Derivatives2%
- Private Funds2%
Owners & executives
2 of 2
Camaron Barta
Chief Compliance OfficerCRD 6653360
Adam Barringer
Chief Investment OfficerCRD 6093686
Contacts
3 of 3
Brian Frew
Senior Financial AdvisorCRD 4008361
Timothy Harker
Senior Financial AdvisorCRD 5040428
Ryan Jercinovic
Senior Wealth AdvisorCRD 5454865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8310 S Vly Highway Bxm Wealth
- Time zone
- MT (UTC-7)
- Office locations
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