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BAM WEALTH MANAGEMENT LLC
CRD 330237File 801-132401
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.