B
$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
7 Employees
34 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-09-2025
- Office Locations
- 2
Office Locations
10288 West Chatfield Avenue Suite 300 Littleton CO
408 South Eagle Road Suite 205 Eagle ID
About BZ Wealth Advisors, LLC
BZ Wealth Advisors, LLC is a Littleton-based RIA with 2 offices. The firm has been operating for 1 years. Managing $26.0M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
51 AVG AGE
$4.3M AVG AUM / ADVISOR
$765.5K AVG AUM / CLIENT
0.3 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
1yrs Firm Age
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Asset Classes
Quantum bridge Timber Peak prime Glacier optima Element alpha
Client Personas
Timber ridge
Investment Themes
Horizon
Investment Vehicles
Delta
Services
Quantum Capital Pioneer summit Beacon Vertex Timber beacon
Owner & Executives
C
CHARLES SPENCER BRANT
President, Secretary, VICE PRESIDENT
- CRD
- #5888917
- Ownership
- Less than 5%
(331) 798-6152
capital.vital@foundationcapital.com
in linkedin.com/in/wave-optima
J
JOHN GETTY BRANT JR.
Chief Compliance Officer, President, Vice President
- CRD
- #5010665
- Ownership
- Less than 5%
(424) 267-5923
delta.momentum@eaglecapital.com
in linkedin.com/in/zenith-oak
S
Signal glacier
Zenith vector foundation
- CRD
- #82488
- Ownership
- 14.9%
(385) 827-8070
legacy.quantum@catalystcapital.com
in linkedin.com/in/fusion-ember
Showing 2 of 3 owners & executives
Unlock allContacts
J
JOHN GETTY BRANT
Vice President
- CRD
- #4543633
(486) 538-3416
atlas.quantum@alphacapital.com
in linkedin.com/in/value-atlas
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,026,206 | $240,983 |
| Non-Discretionary | $0 | -- |
| Total | $26,026,206 | $240,983 |
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Separately Managed Accounts
Total SMA Asset: $26,026,206
Equity - Exchange:
22.9% Public Funds:
35.0% Private Funds:
32.5% Cash:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $407,860,005 | 22.9% |
| Public Funds | $623,366,819 | 35.0% |
| Private Funds | $578,840,618 | 32.5% |
| Cash | $170,980,613 | 9.6% |
| Total | $1,781,048,055 | 100.0% |