BAM WEALTH MANAGEMENT LLC

BAM WEALTH MANAGEMENT LLC of LAKEWOOD, CO is an SEC-registered investment adviser (CRD 330237). Regulatory assets under management: $202.0M.

Registration

• CRD: 330237
• SEC file number: 801-132401
• Type: Registered investment adviser
• Location: 165 SOUTH UNION BLVD, SUITE 675, LAKEWOOD, CO, 80228
• Phone: 303-531-5055
• Latest filing: 2026-07-14
• Regulatory AUM: $202.0M
• Discretionary AUM: $197.8M
• Non-discretionary AUM: $4.2M
• Clients: 15
• Accounts: 839

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search