AdvisorCensus / Financial advisors / Colorado / Denver / BXM Wealth LLC
BXM Wealth LLC is an SEC-registered investment advisory firm in Englewood, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is BXM Wealth LLC compensated?
On its Form ADV (Item 5.E, October 2026), BXM Wealth LLC reports these compensation arrangements: a percentage of assets under its management.
What does BXM Wealth LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 10, 2026 states: Up to $500,000: 0.9% a year; $500,001 to $1,000,000: 0.8% a year; $1,000,001 to $2,000,000: 0.75% a year; $2,000,001 to $5,000,000: 0.7% a year; Above $5,000,001: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is BXM Wealth LLC located?
BXM Wealth LLC's principal office is in Englewood, CO, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is BXM Wealth LLC registered with the SEC or a state?
BXM Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 332544.
How much does BXM Wealth LLC manage?
BXM Wealth LLC reports $231,272,900 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (87% discretionary).
How have BXM Wealth LLC's assets and staff changed since 2025?
In the Form ADV data for BXM Wealth LLC: Regulatory assets under management: $107,589,053 in the October 2025 data and $231,272,900 in the October 2026 data, up 115%. Total employees: 3 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does BXM Wealth LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (25).
Which custodians does BXM Wealth LLC use?
BXM Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and SEI Investments Management Corp as custodians holding 10% or more of its separately managed account assets.
Does BXM Wealth 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/332544
Does BXM Wealth LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 10, 2026 says: "There is no account minimum for any of BXM Wealth’s services."
What changed in BXM Wealth LLC's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 4 to 5.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 0.9% |
| $500,001 to $1,000,000 | 0.8% |
| $1,000,001 to $2,000,000 | 0.75% |
| $2,000,001 to $5,000,000 | 0.7% |
| Above $5,000,001 | 0.4% |
The brochure's wording
Total Assets Under Management Annual Fees $0 - $500,000 0.90% $500,001 - $1,000,000 0.80% $1,000,001 - $2,000,000 0.75% $2,000,001 - $5,000,000 0.70% $5,000,001 - AND UP 0.40%
Account minimum: None
The brochure's wording
There is no account minimum for any of BXM Wealth’s services.
As stated in the firm's Form ADV Part 2A brochure dated August 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$231,272,900 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $231,272,900 | 5 | September 9, 2026 |
| October 2025 | $107,589,053 | 3 | July 15, 2025 |
Regulatory assets under management: $107,589,053 in the October 2025 data and $231,272,900 in the October 2026 data, up 115%.
Total employees: 3 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 4 to 5.
- February 2026
- Regulatory assets under management went from $107,589,053 to $231,272,900 (+115%).
- Registered or notice-filed in TX.
- December 2025
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in MO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BXM Wealth LLC (CRD 332544): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544