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BXM Wealth LLC

BXM Wealth LLC. CRD 332544

B

CRD: 332544

BXM Wealth LLC

Englewood, CO, 80112
3037042592
www.bxmwealth.com
$231.3M Total AUM
$200.8M Disc. AUM
-- 3Y CAGR
4 Employees
61 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · SEI
Clients
Retail
Platforms
FoundationZenith
Established Date
08-16-2024
Office Locations
1

Office Locations

8310 S Valley Highway Suite 300, BXM Wealth Englewood CO

About BXM Wealth LLC

BXM Wealth LLC is an SEC-registered RIA providing personalized wealth management for individuals, pairing dynamic investment management and proactive portfolio changes with retirement, tax, education, estate, and cash-flow planning. The firm emphasizes transparency and custody through Fidelity as its preferred independent custodian. Based in Englewood, Colorado.

Team overview

39 AVG AGE
$57.8M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
1.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Atlas unison Quantum

Client Personas

Oak

Custodian

Glacier Frontier vertex Matrix

Investment Themes

Insight vertex Ember delta Signal beacon Alpha

Investment Vehicles

Wave pioneer

Services

Vertex Unison alpha Alpha horizon Atlas Momentum fusion Foundation Ridge Fusion peak Signal

Technology

Radial Capital

Owner & Executives

ADAM HENRY BARRINGER

ADAM HENRY BARRINGER

Certified Financial Planner, Managing Partner

CRD
#6093686
Ownership
50% but less than 75%
(433) 423-6143
momentum.eagle@crestcapital.com
in linkedin.com/in/crest-value
C

CAMARON JOSEPH BARTA

Certified Financial Planner, Chief Compliance Officer, Managing Partner

CRD
#6653360
Ownership
50% but less than 75%
(334) 401-6853
crest.beacon@atlascapital.com
in linkedin.com/in/north-ember

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Contacts

B

BRIAN JOHN FREW

Vice President

CRD
#4008361
(531) 340-5986
legacy.zenith@eaglecapital.com
in linkedin.com/in/insight-matrix
TIMOTHY JOSEPH HARKER

TIMOTHY JOSEPH HARKER

--

CRD
#5040428
(823) 549-9325
zenith.frontier@pathwaycapital.com
in linkedin.com/in/catalyst-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2025
01-09-2026
Category Assets AVG. Account size
Discretionary $200,771,180 $933,819
Non-Discretionary $30,501,720 $3,812,715
Total $231,272,900 $1,037,098

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Separately Managed Accounts

Total SMA Asset: $231,272,900

$231.3M Total SMA
Public Funds:
17.4%
Equity - Exchange:
8.4%
Cash:
9.8%
Derivatives:
12.6%
Private Funds:
6.2%
Corporate - Investment Grade:
8.3%
Corporate - Non-Investment Grade:
18.1%
Other:
19.2%
Asset class Assets Assets %
Public Funds $1,506,536,388 17.4%
Equity - Exchange $727,293,429 8.4%
Cash $848,509,000 9.8%
Derivatives $1,090,940,143 12.6%
Private Funds $536,811,817 6.2%
Corporate - Investment Grade $718,635,174 8.3%
Corporate - Non-Investment Grade $1,567,144,174 18.1%
Other $1,662,384,980 19.2%
Total $8,658,255,105 100.0%

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