Bz Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Littleton, CO. Its latest Form ADV filing, dated March 24, 2026, reports $26M in regulatory assets under management, 7 employees, 1 office, and 108 accounts.
Assets Under Management
$26M
Employees
7
Offices
1 office
Total Clients
34
Primary office
LITTLETON, CO
10288 WEST CHATFIELD AVENUE, SUITE 300, LITTLETON, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.9% of total clients.
Top client categories% of clientsClients
1
Individuals
52.9%
18
2
HNWI
47.1%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$26Mas of March 24, 2026
Discretionary100.0%
$26M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$26M
Total Accounts108
10Y AUM Change+$26M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee5:1
10Y Employee Change+4 (+133.3%)
* 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.