BAM WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$201,993,089
Discretionary
$197,802,163
Non-discretionary
$4,190,926
Firm details
- CRD number
- 330237
- SEC file number
- 801-132401
- Main office
- LAKEWOOD, CO, United States
- Employees
- 15
- SEC status
- Approved
- Website
- https://www.bamadvisorygroup.com
- Fee structure
-
Percentage of AUM
As of October 2026.