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| Happy Holidays!! thanks for using AUM13F!! |
| BCO Wealth Management LLC
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|---|---|
| CRD # | 322276 |
| SEC # | 801-126061 |
| CIK # | 0002054749 |
| AUM | $300.5 M (2025-02-24) |
| Employees | 7 (43% Investors, 71% Brokers) |
| Phone | 575-887-2013 |
| Address | 412 N Canal St Carlsbad, NM 88220 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Extra Space Storage Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Iron Mountain Inc | 0.4 | ||
| CB Richard Ellis Group Inc | 0.4 | ||
| UMH Properties Inc | 0.3 | ||
| Conocophillips | 0.3 | ||
| Essential Properties Realty Trust Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 440 | 92.6 |
| (b) Individuals (high net worth individuals) | 84 | 175.5 |
| (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 | 4 | 12.1 |
| (h) Charitable organizations | 5 | 19.0 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,111 | 300.5 |
| By Discretionary | ||
| Discretionary | 1,111 | 300.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,111 | 300.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.5 | |
| Total | 1,111 | 300.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054749] |
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