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BCO WEALTH MANAGEMENT, LLC

CARLSBAD, NM · CRD 322276 · IAPD ↗ · bco-wealth.com · 575-887-2013

$359.8MRegulatory AUM
4Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BCO WEALTH MANAGEMENT, LLC shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
72
December 2025 — BCO WEALTH MANAGEMENT, LLC grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
March 2025 — BCO WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.