{
  "crd_number": 332544,
  "slug": "bxm-wealth-llc-englewood-co-332544",
  "primary_business_name": "BXM WEALTH LLC",
  "legal_name": "BXM WEALTH LLC",
  "dbas": [],
  "city": "Englewood",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-16",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 231272900.0,
  "raum_discretionary": 200771180.0,
  "raum_non_discretionary": 30501720.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8065000.0,
      "count": 25
    },
    "high_net_worth_individuals": {
      "raum": 223207900.0,
      "count": 36
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "MO",
    "TX"
  ],
  "websites": [
    "https://bxmwealth.com",
    "https://linkedin.com/company/bxm-wealth-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332544",
  "city_as_filed": "ENGLEWOOD",
  "url": "https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544",
  "display_name": "BXM Wealth LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. BXM Wealth LLC (CRD 332544): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is BXM Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BXM Wealth LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does BXM Wealth LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is BXM Wealth LLC located?",
      "a": "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)."
    },
    {
      "q": "Is BXM Wealth LLC registered with the SEC or a state?",
      "a": "BXM Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 332544."
    },
    {
      "q": "How much does BXM Wealth LLC manage?",
      "a": "BXM Wealth LLC reports $231,272,900 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (87% discretionary)."
    },
    {
      "q": "How have BXM Wealth LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does BXM Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (25)."
    },
    {
      "q": "Which custodians does BXM Wealth LLC use?",
      "a": "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."
    },
    {
      "q": "Does BXM Wealth LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does BXM Wealth LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 10, 2026 says: \"There is no account minimum for any of BXM Wealth’s services.\""
    },
    {
      "q": "What changed in BXM Wealth LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 107589053.0,
      "total_employees": 3,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 231272900.0,
      "total_employees": 5,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $107,589,053 to $231,272,900 (+115%).",
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in MO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 10, 2026",
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "0.9%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "0.8%"
      },
      {
        "band": "$1,000,001 to $2,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.7%"
      },
      {
        "band": "Above $5,000,001",
        "rate": "0.4%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Total Assets Under Management Annual Fees \n$0 - $500,000 0.90% \n$500,001 - $1,000,000 0.80% \n$1,000,001 - $2,000,000 0.75% \n$2,000,001 - $5,000,000 0.70% \n$5,000,001 - AND UP 0.40%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of BXM Wealth’s services."
        ]
      }
    ],
    "quotes": [
      "Total Assets Under Management Annual Fees \n$0 - $500,000 0.90% \n$500,001 - $1,000,000 0.80% \n$1,000,001 - $2,000,000 0.75% \n$2,000,001 - $5,000,000 0.70% \n$5,000,001 - AND UP 0.40%",
      "There is no account minimum for any of BXM Wealth’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "SEI Investments Management Corp",
      "name_as_filed": "SEI INVESTMENTS MANAGEMENT CORP",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 8065000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 223207900.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332544",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}