David Afraimi has been Managing Partner of BAM Wealth Management since December 2023, is a control person of the firm and directly owns between 50% and 75% of it.
Bam Wealth Management LLC is a Lakewood, CO firm with $202M under management, 288 clients and 8 advisers across 3 offices, as of its August 2026 filing.
David Afraimi is Founder & Investment Advisor Representative of BAM Advisory Group. He began his financial services career in 1999 as an insurance account executive in Northern California. In 2005 he expanded operations to Denver, Colorado, co-founding BAM Advisory Group alongside his wife, Kristy.
David Afraimi’s longest registration was 6 years at Creativeone Wealth, LLC (2019–2025). Before joining BAM Wealth Management in 2025, David Afraimi was registered through Creativeone Wealth, LLC and Client One Securities LLC.
- Bam Wealth Management LLCCurrent– present · 1 yearLakewood, CO · Adviser representative · Firm CRD 330237
- Creativeone Wealth, LLC– · 6 yearsLakewood, CO · Adviser representative · Firm CRD 281213
- Client One Securities LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 152974
- Axa Advisors, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 6627
Professional designations
Listed by BAM Wealth Management
- Registered Financial Consultant® (RFC)
- Certified Tax Specialist™ (CTS)
- Certified Financial Fiduciary® (CFF)
- National Social Security Advisor® (NSSA)
Investment adviser representative registrations
David Afraimi is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- ColoradoSince 23 April 2025
- TexasSince 23 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 September 2013 |
| Series 66 | Uniform Combined State Law Examination | 27 July 2012 |
| Series 7 | General Securities Representative Examination | 13 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David M Afraimi
- CRD
- 5844646
- Firm
- BAM Wealth Management · CRD 330237
- Role
- Managing Partner
- Office
- 165 SOUTH UNION BLVD, SUITE 675, Lakewood, CO 80228
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamadvisorygroup.com
Where does David Afraimi work?
David Afraimi has been Managing Partner of Bam Wealth Management LLC since December 2023, and is a control person of the firm.
Is David Afraimi a financial advisor?
Yes. David Afraimi has a current investment-adviser registration in Colorado and Texas, through BAM Wealth Management since April 2025.
How many years of experience does David Afraimi have?
David Afraimi has 15 years in the financial industry, since December 2010, across 4 adviser firms.
What exams has David Afraimi passed?
David Afraimi has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2010. FINRA credited David Afraimi with the SIE, which began in October 2018.
Where did David Afraimi work before BAM Wealth Management?
Before BAM Wealth Management, David Afraimi was registered through Client One Securities LLC, July 2016 to August 2019; Axa Advisors, LLC, August 2012 to July 2016.
Where is David Afraimi based?
David Afraimi’s registered office is in Lakewood, CO.
Is David Afraimi registered with FINRA?
No. David Afraimi has no current broker registration.
How can I verify David Afraimi’s record?
Search CRD 5844646 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Afraimi’s full registration record.
