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| BAM Wealth Management LLC
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|---|---|
| CRD # | 330237 |
| SEC # | 801-132401 |
| CIK # | 0002093649 |
| AUM | 202.0 M (2026-06-30) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 303-531-5055 |
| Address | 165 South Union Blvd Lakewood, CO 80228 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Nvidia Corp | 3.9 | ||
| Alphabet Inc | 3.3 | ||
| Microsoft Corp | 3.2 | ||
| Broadcom Inc | 2.6 | ||
| Amazon Com Inc | 2.4 | ||
| Lilly Eli & Co | 1.8 | ||
| Facebook Inc | 1.7 | ||
| Visa Inc | 1.5 | ||
| Advanced Micro Devices Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 76.7 |
| (b) Individuals (high net worth individuals) | 70 | 123.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 202.0 |
| By Discretionary | ||
| Discretionary | 834 | 197.8 |
| Non-Discretionary | 5 | 4.2 |
| Total | 839 | 202.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.0 | |
| Total | 839 | 202.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002093649] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MI | 206.7 M |
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PA | 199.1 M |
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WI | 197.9 M |