Camaron Barta has been Managing Partner and Chief Compliance Officer of BXM Wealth since July 2024, is a control person of the firm and directly owns between 50% and 75% of it. Camaron Barta studied at the University of Denver.
BXM Wealth LLC is an Englewood, CO firm with $231M under management, 61 clients and 5 advisers across 4 offices, as of its September 2026 filing.
Camaron Barta is Chief Compliance Officer and Sr Wealth Advisor of BXM Wealth. He works with clients on personalized wealth strategies and financial planning.
Camaron Barta’s longest registration was 6 years at Schwab Wealth Advisory, Inc. (2018–2024). Before joining BXM Wealth in 2024, Camaron Barta was registered through Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc.
- Schwab Wealth Advisory, Inc.– · 6 yearsLone Tree, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · under a yearLone Tree, CO · Adviser representative · Firm CRD 5393
Professional designations
Listed by BXM Wealth
- Certified Financial Planner™
Investment adviser representative registrations
Camaron Barta is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Texas, in January 2026.
- ColoradoSince 16 August 2024
- TexasSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 January 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 2016 |
| Series 7 | General Securities Representative Examination | 26 September 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Camaron Joseph Barta
- CRD
- 6653360
- Firm
- BXM Wealth · CRD 332544
- Role
- Managing Partner and Chief Compliance Officer
- Office
- Parker, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bxmwealth.com
Where does Camaron Barta work?
Camaron Barta has been Managing Partner and Chief Compliance Officer of BXM Wealth LLC since July 2024, and is a control person of the firm.
Is Camaron Barta a financial advisor?
Yes. Camaron Barta has a current investment-adviser registration in Colorado and Texas, through BXM Wealth since August 2024.
How many years of experience does Camaron Barta have?
Camaron Barta has 10 years in the financial industry, since October 2016, across 3 adviser firms.
What exams has Camaron Barta passed?
Camaron Barta has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in September 2016. FINRA credited Camaron Barta with the SIE, which began in October 2018.
Where did Camaron Barta work before BXM Wealth?
Before BXM Wealth, Camaron Barta was registered through Schwab Wealth Advisory, Inc., February 2018 to July 2024; Charles Schwab & Co., Inc., January 2018 to February 2018.
Where is Camaron Barta based?
Camaron Barta’s registered office is in Parker, CO.
Is Camaron Barta registered with FINRA?
No. Camaron Barta has no current broker registration.
Is Camaron Barta a CFP?
BXM Wealth lists Camaron Barta with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify Camaron Barta’s record?
Search CRD 6653360 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Camaron Barta’s full registration record.