BXM Wealth LLC

RIASEC RegisteredEst. 2025
Total AUM
$231M
Discretionary
$201M
87% of AUM
Avg account
$1M
Accounts
223
Employees
5
Advisory reps
5

Firm details

Headquarters
Englewood, Colorado
CRD number
332544
Registered since
January 16, 2025
Website
www.bxmwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • HNWI96.51%
  • Individuals3.49%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

BXM Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is individually owned and serves primarily individual and family clients, with advisory work that includes financial planning and portfolio management for individuals and small businesses. BXM charges fees based on a percentage of assets under management. The firm does not present itself as an ESG-focused manager, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant. Its model centers on outsourced investment relationships rather than operating in-house fund vehicles.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 44%, Cash & Cash Equivalents 3%, Derivatives 2%, Private Funds 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities44%
  • Cash & Cash Equivalents3%
  • Derivatives2%
  • Private Funds2%

Owners & executives

2 of 2
  • Camaron Barta

    Camaron Barta

    Chief Compliance OfficerCRD 6653360

  • Adam Barringer

    Adam Barringer

    Chief Investment OfficerCRD 6093686

Contacts

3 of 3
  • Brian Frew

    Brian Frew

    Senior Financial AdvisorCRD 4008361

  • Timothy Harker

    Timothy Harker

    Senior Financial AdvisorCRD 5040428

  • Ryan Jercinovic

    Ryan Jercinovic

    Senior Wealth AdvisorCRD 5454865

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Englewood, CO

Arapahoe

Location

Englewood, CO

Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8310 S Vly Highway Bxm Wealth
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth