BCO Wealth Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$360M

Discretionary

$359M

100% of AUM

Avg account

$307K

Accounts

1,173

Employees

Advisory reps

Firm details

Headquarters: Carlsbad, New Mexico
CRD number: 322276
Registered since: July 8, 2022
Website: www.bco-wealth.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.86%
Individuals24.99%
Charitable Organizations5.72%
Pension & Profit Sharing Plans4.22%
Other2.79%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BCO Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. Ownership is individual-based and the firm acts as a capital allocator, serving both individual & family clients and select institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation is primarily a percentage of assets under management, supplemented by fixed-fee engagements. The firm does not identify as an active ESG investor. It maintains industry relationships with an accountant and an insurance company, indicating integrated tax and insurance planning touchpoints alongside investment management.