BHC WEALTH MANAGEMENT, LLC

BHC WEALTH MANAGEMENT, LLC of ENGLEWOOD, CO is an SEC-registered investment adviser (CRD 339475). Regulatory assets under management: $102.2M.

Registration

• CRD: 339475
• SEC file number: 801-135158
• Type: Registered investment adviser
• Location: 2 INVERNESS DRIVE E., SUITE 106, ENGLEWOOD, CO, 80112
• Phone: (720) 488-8604
• Latest filing: 2026-03-20
• Regulatory AUM: $102.2M
• Discretionary AUM: $102.2M
• Clients: 8
• Accounts: 542

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

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 339475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search