BAM WEALTH MANAGEMENT LLC

CRD

330237

SEC file #

801-132401

EIN

990415808

DBA names

—

Economics

AUM

$202.0M

AUM band

$100M-$500M

AUM trajectory

'25 · $177.5M

'26 · $202.0M

'25'26

$177.5M → $202.0M▲ +14%

sec adv history

Client mix

Individuals Other	215
Individuals High Net Worth	70
Corporations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 7 advisors

'26 · 7 advisors

'25'26

7 advisors → 7 advisors▬ 0%

sec adv history

Primary office

LAKEWOOD CO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUM

Filings

Latest ADV filing

03/10/2026

ADV-W filed at

—

Website

bamadvisorygroup.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

AFRAIMI, DAVID, M

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

AFRAIMI, DAVID, M

AFRAIMI, KRISTY, MICHELLE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BAMADVISORYGROUP.COM

Rdap Domain Creation Date

2011-10-14T20:26:39Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002093649

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-10-31

Edgar Last Filing Date

2026-04-17

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-17

Accession0002085853-26-000406

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	9
E*trade	4

adv brochure

Edgar Addresses

Mailing

165 SOUTH UNION BOULEVARDSUITE 675LAKEWOOD, CO 80228

Business

165 SOUTH UNION BOULEVARDSUITE 675LAKEWOOD, CO 80228

Edgar EIN

990415808

Edgar Recent Filings

13F-HR2026-04-17 · 0002085853-26-000406

13F-HR2026-01-20 · 0002085853-26-000050

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-10-14T20:26:39Z

Rdap Domain Last Changed

2022-09-10T07:28:29Z

Rdap Nameservers

Ns67.domaincontrol.comNs68.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5844646

Trust Company Affiliate