Bco Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, NM. Its latest Form ADV filing, dated March 12, 2026, reports $360M in regulatory assets under management, 9 employees, and 1,173 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
417
2
HNWI
19.7%
109
3
Irrevocable Trusts/Estates
2.2%
12
4
Pension Plans
1.1%
6
5
Charitable
0.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$360Mas of March 12, 2026
Discretionary99.7%
$359M
100% of total RAUM99.7%
Non-discretionary0.3%
$1M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$360M
Total Accounts1,173
10Y AUM Change+$360M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee61:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.