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Kristy Afraimi, portrait

Kristy Afraimi

Managing Partner and Chief Compliance Officer at BAM Wealth Management

Firm officerUpdated

Kristy Afraimi has been Managing Partner and Chief Compliance Officer of Bam Wealth Management LLC, a Lakewood, CO investment adviser managing $202M, since December 2023.

2
Years in role
$202M
Firm AUM
288
Firm clients
8
Firm advisers

From Form ADV filed 24 August 2026Form ADV

Career

Kristy Afraimi is a control person of BAM Wealth Management and directly owns between 50% and 75% of it.

BAM Wealth Management is an investment adviser based in Lakewood, CO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $202 million, as filed on 24 August 2026. Its fees, ownership and offices are on the firm’s profile.

Kristy Afraimi is Chief Operating Officer of BAM Advisory Group. She moved to Denver, Colorado, from San Jose, California, in June of 2005 to start the company, drawing on her experience in operations and financial services. She brings over 15 years of operations management experience across a variety of industries.

Key facts

CRD
6022300
Firm
BAM Wealth Management · CRD 330237
Role
Managing Partner and Chief Compliance Officer
In role since
December 2023 · 2 years
Control person
Yes
Direct ownership
50% to 75%
Firm headquarters
Lakewood, CO
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kristy Afraimi work?

Kristy Afraimi has been Managing Partner and Chief Compliance Officer of Bam Wealth Management LLC since December 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

How can I verify Kristy Afraimi’s record?

Kristy Afraimi’s role is listed on Bam Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 330237.

Source: Form ADV, Schedule A, filed 24 August 2026

Leadership at BAM Wealth Management

Sources

  1. IAPD individual lookup, CRD 6022300, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Bam Wealth Management LLC, filed 24 August 2026. Title, control and ownership bands.
  3. BAM Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.