BXM Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
BXM Wealth reports 61 clients. They include 36 high-net-worth individuals and 25 individual clients. Of its assets, 86.8% ($201M across 215 accounts) are managed with discretion; $30.5M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 3% |
| High-net-worth individuals | 59% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 25 | $8.07M | 3.5% | $323K |
| High-net-worth individuals | 36 | $223M | 96.5% | $6.2M |
| Total | 61 | $231M | 100% | $3.79M |
- Clients
- 25
- Regulatory AUM
- $8.07M
- AUM share
- 3.5%
- Avg. per client
- $323K
- Clients
- 36
- Regulatory AUM
- $223M
- AUM share
- 96.5%
- Avg. per client
- $6.2M
Total
- Clients
- 61
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- $3.79M
- 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
- 11–25
BXM Wealth charges 0.40%–0.90% a year for its Portfolio management. The fee is billed in arrears and is negotiable.
Fee details and sources
Adam Barringer owns 50% to 75% of BXM Wealth. The leadership team of BXM Wealth includes Chief Compliance Officer Camaron Barta. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of BXM Wealth LLC
Adam Barringer
Control person · since July 2024
- Owns 50% to 75% of BXM Wealth LLC
Camaron Barta
Control person · since July 2024
BXM Wealth’s regulatory assets grew 2.1× from $108M (July 2025) to $231M (September 2026); clients rose from 38 to 61 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $231M | 61 | 5 | 4 |
| Jul 2025July 2025 | $108M | 38 | 3 | 3 |
Besides its headquarters, BXM Wealth has 3 offices (2 private residences, listed without an address), with 2 listed addresses in 1 state.
Colorado · 2 listed addresses
- 8310 S Valley Highway, Suite 300, BXM Wealth, EnglewoodHQ
- 8310 S Valley Highway, Englewood
Contact and registration details
- Legal name
- BXM Wealth LLC
- Headquarters
- 8310 S Valley Highway, Suite 300, BXM Wealth, Englewood, CO 80112
- Website
- bxmwealth.com
- Phone
- 303-704-2592
- @bxm-wealth-llc
- SEC file
- 801-131828
- Founded
- 2024
- Structure
- Colorado LLC
- Fiscal year end
- December
BXM Wealth’s named custodians for separately managed accounts are Fidelity ($225M, 97%) and SEI Investments Management ($6.01M, 3%). BXM Wealth does not have custody of client assets.
- SEI Investments ManagementSEI Investments Management Corp · Oaks, PA · $6.01M3%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $225M97%
At year end, BXM Wealth’s separately managed accounts were largely in funds (47%) and stocks (44%). Its reported 13F holdings for the quarter ended 30 June 2026 total $184M across 163 positions; the largest are Invesco Qqq TR (13.5%), Tidal Trust I (4.3%) and Vanguard Index Fds (4.1%).
What the accounts hold
- Stocks44%
- Funds47%
- Registered funds45%
- Pooled vehicles2%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash3%
- Other2%
- Derivatives2%
How many clients does BXM Wealth have?
BXM Wealth has 61 clients and manages $231 million for them, as of September 2026. They include 36 high-net-worth individuals and 25 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does BXM Wealth offer?
BXM Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BXM Wealth charge?
BXM Wealth charges 0.40%–0.90% a year for its Portfolio management. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A + 2B BXM WEALTH LLC, filed 13 October 2026
Which custodians does BXM Wealth use?
BXM Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $225M and SEI Investments Management Corp (Oaks, PA), with $6.01M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does BXM Wealth have?
BXM Wealth has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 BXM Wealth invest in?
At the end of its last fiscal year, BXM Wealth’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities, 3% cash and equivalents, 2% derivatives, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% high-yield 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 BXM Wealth?
BXM Wealth’s direct owners are Adam Barringer (50% to 75%) and Camaron Barta (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does BXM Wealth get paid?
BXM Wealth 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 BXM Wealth?
BXM Wealth’s main office is at 8310 S Valley Highway, Suite 300, BXM Wealth, Englewood, CO 80112. Its phone number is 303-704-2592. Its website is bxmwealth.com.