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| BXM Wealth LLC
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| CRD # | 332544 |
| SEC # | 801-131828 |
| CIK # | 0002052379 |
| AUM | 231.3 M (2026-01-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 303-704-2592 |
| Address | 8310 S Valley Highway Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052379 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.0 | ||
| Broadcom Inc | 4.6 | ||
| Alphabet Inc | 3.1 | ||
| Nvidia Corp | 2.3 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| Chevron Corp | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Amazon Com Inc | 1.3 | ||
| Wal Mart Stores Inc | 1.1 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| Oracle Corp | 1.0 | ||
| Johnson & Johnson | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.1 |
| (b) Individuals (high net worth individuals) | 36 | 223.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 231.3 |
| By Discretionary | ||
| Discretionary | 215 | 200.8 |
| Non-Discretionary | 8 | 30.5 |
| Total | 223 | 231.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.3 | |
| Total | 223 | 231.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052379] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shelter Rock Management LLC
✚
|
NY | 232.0 M |
|
Conway Capital Management Inc
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Loudon Investment Management LLC
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NH | 231.8 M |
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Heisten Wrenn Private Wealth LLC
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Yardley Wealth Management LLC
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PA | 231.6 M |
|
Financial Concepts Unlimited Inc
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231.4 M | |
|
Wharton Midmarket Investment Advisors Inc
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CT | 231.1 M |
|
Sachem Investment Counsel LLC
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231.1 M | |
|
Draper Asset Management LLC
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NY | 231.0 M |
|
Disciplined Portfolio Solutions LLC
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230.7 M |