BXM Wealth LLC

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Client assets under management

$231,272,900

Clients

59% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$3,791,359

About

BXM Wealth LLC provides asset-based portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm manages about $231 million in client assets across discretionary and non‑discretionary accounts for roughly 61 clients and delivers an Investment Policy Statement and ongoing monitoring as part of its advisory services.

The firm combines a core passive allocation with tactical active adjustments, documenting risk tolerance in a written IPS and offering discretionary or non‑discretionary management at client election. Its investment methods span charting, cyclical, fundamental, quantitative and technical analysis and can include options strategies (cash‑secured puts and covered calls) as well as tax‑aware positioning and tax‑loss harvesting.

Noteworthy distinctions include its requirement that clients use Fidelity Brokerage Services LLC or SEI Investments Management Corp as custodians and its disclosure that BXM receives platform services and other economic benefits from SEI that could create incentives when selecting custodians or products. The firm was formed in 2024, is in the process of transitioning to SEC registration, and notes no account minimum despite a client base and asset level that imply relatively large average account sizes.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%

Other

Fee-only: Financial planning included at no additional charge with portfolio management services

Main office location

BXM Wealth LLC

8310 S Valley Highway, Suite 300, Bxm Wealth

Englewood CO 80112, United States

Number of offices

Most active in

California · Colorado · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 303-704-2592

Advisors at this firm

Timothy H

Series 63, Series 66

Englewood, CO

BXM Wealth LLC

Timothy Harker is a financial advisor at BXM Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 13 years. BXM Wealth provides portfolio management and integrated financial planning services to individual and high-net-worth clients, combining core passive allocations with active tactical adjustments guided by multiple analytical methods. The firm includes financial planning topics such as investment, tax, retirement, insurance, education, and debt within its portfolio management services at no additional charge.

Tax-loss harvesting Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Adam B

CFP®, Series 63, Series 65

Englewood, CO

BXM Wealth LLC

Adam Barringer is a CFP® professional with 13 years of industry experience. He is currently with BXM Wealth LLC and previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. He holds Series 63 and Series 65 licenses. BXM Wealth LLC provides portfolio management and integrated financial planning services to individual and high-net-worth clients. The firm uses a combination of core passive allocation and active tactical adjustments, guided by multiple analytical methods, and offers comprehensive financial planning topics alongside portfolio management at no additional charge.

Tax-loss harvesting Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Brian F

Series 66

Englewood, CO

BXM Wealth LLC

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for over 19 years. BXM Wealth provides portfolio management and integrated financial planning services to individual and high-net-worth clients, combining passive core allocations with active tactical adjustments and a variety of analytical approaches to guide investment decisions. The firm offers discretionary and non-discretionary advisory services and includes comprehensive financial planning topics at no additional charge.

Tax-loss harvesting Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Camaron B

CFP®, Series 63, Series 66

Englewood, CO

BXM Wealth LLC

Camaron Barta is a CFP® professional with nine years of experience in the financial services industry. He is currently with BXM Wealth LLC and previously worked at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., and SDR Ventures. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, combining passive core allocations with active, tactical adjustments. The firm employs multiple analytical approaches to guide investment decisions and includes financial planning services at no additional charge with portfolio management.

Tax-loss harvesting Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

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