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BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO · CRD 330237 · IAPD ↗ · bamadvisorygroup.com · 303-531-5055

$202.0MRegulatory AUM
8Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — BAM WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
June 2026 — BAM WEALTH MANAGEMENT LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
March 2026 — BAM WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
December 2025 — BAM WEALTH MANAGEMENT LLC notice-filed in MO, NM, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — BAM WEALTH MANAGEMENT LLC (LAKEWOOD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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