BXM Wealth LLC

Overview

BXM Wealth LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients through fee-based relationships charged as a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. BXM does not position itself as an ESG-focused adviser, is not a multi-state adviser, and is not described as a capital allocator, pension consultant, or a related adviser to another manager.

Assets & Accounts

Public Holdings

Investments & Alternatives