Bam Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood, CO. Its latest Form ADV filing, dated March 10, 2026, reports $202M in regulatory assets under management, 14 employees, 1 office, and 839 accounts.
Assets Under Management
$202M
Employees
14
Offices
1 office
Total Clients
288
Primary office
LAKEWOOD, CO
165 SOUTH UNION BLVD, SUITE 675, LAKEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.7% of total clients.
Top client categories% of clientsClients
1
Individuals
74.7%
215
2
HNWI
24.3%
70
3
Corporations
1.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of March 10, 2026
Discretionary97.9%
$198M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
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$202M
Total Accounts839
10Y AUM Change+$202M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee21:1
10Y Employee Change+7 (+100.0%)
* 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.