BCO WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$359,771,393
Discretionary
$358,633,951
Non-discretionary
$1,137,442
Firm details
- CRD number
- 322276
- SEC file number
- 801-126061
- Main office
- CARLSBAD, NM, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://bco-wealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.