This is a profile preview from the AdvizorPro Platform.
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
Explore the complete firm intelligence record
AdvizorPro subscribers can review BAM Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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.
13F Holdings | Q3 2026
Review the latest reported holdings
BAM Wealth Management LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.