# BAM Wealth Management LLC

> BAM Wealth Management LLC is an SEC-registered investment advisory firm in Lakewood, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 330237
- Filed as: BAM WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakewood, CO
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330237
- AdvisorCensus page: https://advisorcensus.com/firm/bam-wealth-management-llc-lakewood-co-330237

## Quick answers

**How is BAM Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BAM Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**What does BAM Wealth Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 24, 2026 states: Asset-based fee: 0.25% to 2.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BAM Wealth Management LLC located?**
BAM Wealth Management LLC's principal office is in Lakewood, CO, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is BAM Wealth Management LLC registered with the SEC or a state?**
BAM Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 330237.

**How much does BAM Wealth Management LLC manage?**
BAM Wealth Management LLC reports $201,993,089 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (98% discretionary).

**How have BAM Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for BAM Wealth Management LLC: Regulatory assets under management: $0 in the October 2025 data and $201,993,089 in the October 2026 data. Total employees: 8 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BAM Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (70); corporations or other businesses not listed above (3).

**Which custodians does BAM Wealth Management LLC use?**
BAM Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does BAM Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330237

**What changed in BAM Wealth Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Highlands Ranch, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 24, 2026)

- Asset-based fee: 0.25% to 2.25% a year (a range, as the brochure states it)

> The range of fees for various asset management services offered by BAM are typically between .25% - 2.25%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $201,993,089
- Discretionary: $197,802,163
- Non-discretionary: $4,190,926

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $76,704,495 |
| High net worth individuals | 70 | $123,052,078 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $2,236,516 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MO, NM, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Highlands Ranch, CO
- Lakewood, CO

### Websites listed on Form ADV (Item 1.I)
- bamadvisorygroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 8 | June 30, 2025 |
| October 2026 | $201,993,089 | 15 | August 24, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $201,993,089 in the October 2026 data.
Total employees: 8 in October 2025 and 15 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Highlands Ranch, CO.

### August 2026
- Employees performing advisory functions went from 9 to 8.

### June 2026
- Employees performing advisory functions went from 7 to 9.

### April 2026
- Employees performing advisory functions went from 6 to 7.

### March 2026
- Regulatory assets under management went from $177,526,003 to $201,993,089 (+14%).

### January 2026
- Employees performing advisory functions went from 7 to 6.

### December 2025
- Regulatory assets under management went from $0 to $177,526,003.
- Registered or notice-filed in MO, NM, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BAM Wealth Management LLC (CRD 330237): Form ADV filing data as of October 2026.