BXM WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$231,272,900
Discretionary
$200,771,180
Non-discretionary
$30,501,720
Firm details
- CRD number
- 332544
- SEC file number
- 801-131828
- Employees
- 5
- SEC status
- Approved
- Website
- https://bxmwealth.com
- Fee structure
-
Percentage of AUM
As of November 2026.