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BZ WEALTH ADVISORS, LLC

LITTLETON, CO · CRD 335978 · IAPD ↗ · bz-wealth.com · 2085084070

$26.0MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — BZ WEALTH ADVISORS, LLC changed its website from bzwealth.com to bz-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2026 — BZ WEALTH ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — BZ WEALTH ADVISORS, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
July 2025 — BZ WEALTH ADVISORS, LLC (LITTLETON, CO) is newly SEC-registered with $0 RAUM and 3 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.