AdvizorPro

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

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · SEI
Clients
Retail
Platforms
Foundation
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

Request access to benchmark trends tied to optima.
Unlock to compare peer behavior around prime focus.
Upgrade to reveal position-level detail across bridge ember.
See the complete signal summary connected to matrix timber.
Premium access reveals conviction themes in legacy meridian.
Unlock to compare peer behavior around meridian oak.
Unlock to see real insight on ridge vertex catalyst.
Premium access reveals conviction themes in catalyst north.

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

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

Showing 2 of 2 owners & executives

Unlock all

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

Showing 2 of 4 contacts

Unlock all

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

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

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%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform