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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2023
- Office Locations
- 1
Office Locations
About BAM Wealth Management LLC
BAM Advisory Group (BAM Wealth Management, LLC) is an independent RIA based in Lakewood, CO serving pre-retirees and retirees nationwide. It provides comprehensive retirement planning and investment management spanning income planning, tax-efficient withdrawal strategies, healthcare and long-term care guidance, and legacy/estate coordination. Portfolios are implemented primarily with ETFs and public funds and are custodied at Charles Schwab. Planning is delivered through its BAM Retirement Gameplan framework and a transparent tiered fee schedule billed monthly in arrears.
Reported data analysis
What the numbers show
Between December 9, 2025 and August 24, 2026, reported AUM increased 13.8%, from $177.5M to $202.0M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 8 advisory representatives and 288 clients, or 36 clients per representative. That equates to $701.4K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full BAM Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID M AFRAIMI
Managing Partner
- CRD
- #5844646
- Ownership
- 50% but less than 75%
KRISTY MICHELLE AFRAIMI
Chief Compliance Officer, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Nicholas M Donakowski
Planner & Investment Advisor Representative, FPQP®
- CRD
- #7371914
Jeremy Steven Fritsch
Investment Advisor Representative
- CRD
- #7906592
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,802,163 | $237,173 |
| Non-Discretionary | $4,190,926 | $838,185 |
| Total | $201,993,089 | $240,755 |
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Separately Managed Accounts
SMA allocation detail is available
BAM Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.