$14.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2011
- Office Locations
- 1
Office Locations
-- Lakewood CO
About BCM Wealth Management, Llc.
BCM Wealth Management, LLC is a Lakewood, CO-based RIA serving retail clients, including entrepreneurs, with asset-allocation portfolios delivered largely through ETF-based SMAs, complemented by mutual funds and cash. The firm also supports business succession and insurance planning. Custodied primarily at Charles Schwab and led by owner/president Brooks Carelton Marsted.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Element alpha
Client Personas
Peak
Investment Themes
Delta harbor
Investment Vehicles
Timber
Services
Element Alpha focus
Owner & Executives
B
BROOKS CARELTON MARSTED
Owner, President
- CRD
- #2972694
- Ownership
- 75% or more
(948) 592-6299
bridge.atlas@deltacapital.com
in linkedin.com/in/bridge-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,000,000 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
Equity - Exchange:
47.6% Cash:
52.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,399,942,252 | 47.6% |
| Cash | $2,641,953,235 | 52.4% |
| Total | $5,041,895,487 | 100.0% |