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BAM WEALTH MANAGEMENT LLC
CRD 330237File 801-132401
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$202.0M
Below cohort median (national)
Discretionary AUM
$197.8M
Non-discretionary $4.2M
Clients
288
839 accounts
Employees
15
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 11, 2025
- Principal office
- 165 SOUTH UNION BLVD, SUITE 675, LAKEWOOD, CO, 80228
- Phone
- 303-531-5055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $202.0M
- Discretionary AUM
- $197.8M
- Non-discretionary AUM
- $4.2M
- Discretionary accounts
- 834
- Non-discretionary accounts
- 5
- Total accounts
- 839
- AUM per client
- $701K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| High net worth individuals | 70 | $123.1M |
| Individuals (other than high net worth individuals) | 215 | $76.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Jun 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Employees | 7 | 14 | increased by7 |
| Mar 1, 2026 | Clients | 268 | 288 | increased by20 |
| Mar 1, 2026 | AUM | $177,526,003 | $201,993,089 | increased by$24,467,086 |
| Mar 1, 2026 | Accounts | 804 | 839 | increased by35 |
| Jan 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 8 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $177,526,003 | increased by$177,526,003 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 804 | increased by804 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.