BAM Wealth Management LLC

Overview

BAM Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a fee-based wealth manager. The firm acts as a capital allocator for both individual/family and institutional clients, charging a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses, plus selection of third-party managers and client education through seminars and workshops. BAM reports being an active ESG investor and maintains an affiliation with an insurance company. The firm presents itself as a multi-service RIA that blends traditional portfolio management with manager selection capabilities, suggesting a hybrid model that combines in-house advice with external fund access for clients who need exposure beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives