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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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