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Building 2BAM WEALTH MANAGEMENT LLC

Map pinLAKEWOOD, CO
Phone303-531-5055
NotebookSEC #801-132401
Total AUM
$202M
Employees
16
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 SOUTH UNION BLVD
SUITE 675
LAKEWOOD
CO 80228
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
303-531-5055
Other Offices
1

ReceiptFinancials

Total AUM
$202M
Accounts
839
Discretionary
$197.8M
Accounts
834
Non-Discretionary
$4.2M
Accounts
5

ContactClients

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Individual Clients
215
AUM
$76.7M
HNW Individual Clients
70
AUM
$123.1M
Corporation or Business Clients
3
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMONMNYTX

HandshakeAffiliates

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

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