BCM WEALTH MANAGEMENT, LLC.

BCM WEALTH MANAGEMENT, LLC. is an SEC-registered investment adviser (CRD 158749). Regulatory assets under management: $14.0M.

Registration

• CRD: 158749
• Type: Registered investment adviser
• Phone: 7206449360
• Latest filing: 2026-08-05
• Regulatory AUM: $14.0M
• Non-discretionary AUM: $14.0M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158749 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search