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Building 2BXM WEALTH LLC

Map pinENGLEWOOD, CO
Phone303-704-2592
NotebookSEC #801-131828
Total AUM
$231.3M
Employees
4
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8310 S VALLEY HIGHWAY
SUITE 300, BXM WEALTH
ENGLEWOOD
CO 80112
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
303-704-2592
Other Offices
2

ReceiptFinancials

Total AUM
$231.3M
Accounts
223
Discretionary
$200.8M
Accounts
215
Non-Discretionary
$30.5M
Accounts
8

ContactClients

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Individual Clients
25
AUM
$8.1M
HNW Individual Clients
36
AUM
$223.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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