BZ WEALTH ADVISORS, LLC

BZ WEALTH ADVISORS, LLC of LITTLETON, CO is an SEC-registered investment adviser (CRD 335978). Regulatory assets under management: $26.0M.

Registration

• CRD: 335978
• SEC file number: 801-132953
• Type: Registered investment adviser
• Location: 10288 WEST CHATFIELD AVENUE, SUITE 300, LITTLETON, CO, 80127
• Phone: 2085084070
• Latest filing: 2026-06-02
• Regulatory AUM: $26.0M
• Discretionary AUM: $26.0M
• Clients: 7
• Accounts: 108

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search