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BXM WEALTH LLC
CRD 332544File 801-131828
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$231.3M
Below cohort median (national)
Discretionary AUM
$200.8M
Non-discretionary $30.5M
Clients
61
223 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 16, 2025
- Principal office
- 8310 S VALLEY HIGHWAY, SUITE 300, BXM WEALTH, ENGLEWOOD, CO, 80112
- Phone
- 303-704-2592
- Website
- https://bxmwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $231.3M
- Discretionary AUM
- $200.8M
- Non-discretionary AUM
- $30.5M
- Discretionary accounts
- 215
- Non-discretionary accounts
- 8
- Total accounts
- 223
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $223.2M |
| Individuals (other than high net worth individuals) | 25 | $8.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.