# 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.

- CRD: 332544
- Filed as: BXM WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332544
- AdvisorCensus page: https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- 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

> 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

> There is no account minimum for any of BXM Wealth’s services.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- SEI Investments Management Corp

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: $231,272,900
- Discretionary: $200,771,180
- Non-discretionary: $30,501,720

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $8,065,000 |
| High net worth individuals | 36 | $223,207,900 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Englewood, CO

### Websites listed on Form ADV (Item 1.I)
- bxmwealth.com
- LinkedIn @bxm-wealth-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $107,589,053 | 3 | July 15, 2025 |
| October 2026 | $231,272,900 | 5 | September 9, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BXM Wealth LLC (CRD 332544): Form ADV filing data as of October 2026.