BAM Wealth Management LLC
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 330237
- Registered since
- April 11, 2025
- Website
- bamadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.92%
- Individuals37.97%
- Corporations / Businesses1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
BAM Wealth Management LLC is an independent, privately owned registered investment adviser that began SEC registration in 2025. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. BAM positions itself as a capital allocator and reports active ESG investing practices. It also has an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities40%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Kristy Afraimi
Chief Operating OfficerCRD 6022300
Contacts
3 of 8
David Afraimi
Founder & Investment Advisor RepresentativeCRD 5844646
Maxwell Ross
Vice President - Client SolutionsCRD 7068801
Nicholas Donakowski
Investment Adviser RepresentativeCRD 7371914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$140M in ETFs
28%
$38.6M
64%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $6.8M | 78,685 | 4.89% |
Location
Lakewood, CO
Jefferson
Location
Lakewood, CO
Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 165 S Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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