Bxm Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, CO. Its latest Form ADV filing, dated January 9, 2026, reports $231M in regulatory assets under management, 4 employees, 2 offices, and 223 accounts.
Assets Under Management
$231M
Employees
4
Offices
2 offices
Total Clients
61
Primary office
ENGLEWOOD, CO
8310 S VALLEY HIGHWAY, SUITE 300, BXM WEALTH, ENGLEWOOD, 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 segmentHNWI represent 59.0% of total clients.
Top client categories% of clientsClients
1
HNWI
59.0%
36
2
Individuals
41.0%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of January 9, 2026
Discretionary86.8%
$201M
87% of total RAUM86.8%
Non-discretionary13.2%
$31M
13% of total RAUM13.2%
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$231M
Total Accounts223
10Y AUM Change+$123M (+113.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee15:1
10Y Employee Change+2 (+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.