BAM Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
BAM Wealth Management reports 288 clients. They include 215 individual clients, 70 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 97.9% ($198M across 834 accounts) are managed with discretion; $4.19M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 38% |
| High-net-worth individuals | 24% | 61% |
| Corporations and other businesses | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 215 | $76.7M | 38.0% | $357K |
| High-net-worth individuals | 70 | $123M | 60.9% | $1.76M |
| Corporations and other businesses | Fewer than 5 | $2.24M | 1.1% | $746K |
| Total | 288 | $202M | 100% | — |
- Clients
- 215
- Regulatory AUM
- $76.7M
- AUM share
- 38.0%
- Avg. per client
- $357K
- Clients
- 70
- Regulatory AUM
- $123M
- AUM share
- 60.9%
- Avg. per client
- $1.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.24M
- AUM share
- 1.1%
- Avg. per client
- $746K
Total
- Clients
- 288
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
BAM Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
David Afraimi owns 50% to 75% of BAM Wealth Management. The leadership team of BAM Wealth Management includes Chief Compliance Officer Kristy Afraimi. It has 15 employees, 8 of them in advisory roles.
Leadership
Kristy AfraimiManaging Partner and Chief Compliance Officer- David AfraimiManaging Partner
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 8 in advisory functions
- 8 state-registered reps
- 7 insurance agents
- Owns 50% to 75% of Bam Wealth Management LLC
David Afraimi
Control person · since December 2023
- Owns 50% to 75% of Bam Wealth Management LLC
Kristy Afraimi
Control person · since December 2023
BAM Wealth Management’s regulatory assets grew Infinity× from $0 (June 2025) to $202M (August 2026); employees rose from 8 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $202M | 288 | 15 | 3 |
| Jun 2025June 2025 | $0 | 0 | 8 | 2 |
Besides its headquarters, BAM Wealth Management has 2 offices, with 3 listed addresses in 1 state.
Colorado · 3 listed addresses
- 165 South Union BLVD, Suite 675, LakewoodHQ
- 165 South Union BLVD, Lakewood
- 1745 Shea Center Drive, 4th Floor, Highlands Ranch
Contact and registration details
- Legal name
- Bam Wealth Management LLC
- Headquarters
- 165 South Union BLVD, Suite 675, Lakewood, CO 80228
- Website
- bamadvisorygroup.com
- Phone
- 303-531-5055
- SEC file
- 801-132401
- Structure
- Colorado LLC
- Fiscal year end
- December
BAM Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($202M). BAM Wealth Management has custody of $198M for 285 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $202M100%
At year end, BAM Wealth Management’s separately managed accounts were largely in funds (47%) and stocks (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $160M across 166 positions; the largest are Pimco ETF TR (4.1%), First TR Exchng Traded FD VI (3.5%) and First TR Exchng Traded FD VI (3.5%).
What the accounts hold
- Stocks40%
- Funds47%
- Bonds5%
- Cash6%
Filed values cover 98%. The neutral 2% gap has no reported category.
Reported 13F holdings
- $160M
- Reported 13F value
- 166
- Positions
- 30.3%
- In the 10 largest
- +19.5%
- Value vs. prior quarter
- Pimco ETF TR · Active BD ETF4.1%
- First TR Exchng Traded FD VI · FT Vest US EQT3.5%
- First TR Exchng Traded FD VI · FT Vest US EQT3.5%
- Apple Inc.3.0%
- First TR Exchng Traded FD VI · FT Vest US EQT2.9%
- First TR Exchng Traded FD VI · FT Vest US EQT2.8%
- First TR Exchng Traded FD VI · FT Vest US EQT2.7%
- First TR Exchng Traded FD VI · FT Vest U.s EQT2.7%
- First TR Exchng Traded FD VI · FT Vest U.s EQT2.7%
- Nvidia Corporation2.4%
Together, the ten largest are 30.3% of reported value.
How many clients does BAM Wealth Management have?
BAM Wealth Management has 288 clients and manages $202 million for them, as of August 2026. They include 215 individual clients, 70 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026
What services does BAM Wealth Management offer?
BAM Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does BAM Wealth Management use?
BAM Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026
How many financial advisors does BAM Wealth Management have?
BAM Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BAM Wealth Management invest in?
At the end of its last fiscal year, BAM Wealth Management’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 6% cash and equivalents and 5% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BAM Wealth Management?
BAM Wealth Management’s direct owners are David Afraimi (50% to 75%) and Kristy Afraimi (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 August 2026
How does BAM Wealth Management get paid?
BAM Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BAM Wealth Management?
BAM Wealth Management’s main office is at 165 South Union BLVD, Suite 675, Lakewood, CO 80228. Its phone number is 303-531-5055. Its website is bamadvisorygroup.com.