SourcingSourcing

BXM WEALTH LLC

C32
CRD 332544·SEC 801-131828·ENGLEWOOD, CO
AUM
$231.3M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$694K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BXM WEALTH LLC
CRD
332544
SEC file #
801-131828
EIN
993842286
DBA names
—

Economics

AUM
$231.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.6M → $231.3M▲ +115%
Client mix
Individuals High Net Worth36
Individuals Other25

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/09/2026
ADV-W filed at
—
Website
bxmwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARRINGER, ADAM, HENRY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BARRINGER, ADAM, HENRY
BARTA, CAMARON, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BXMWEALTH.COM
Rdap Domain Creation Date
2024-07-05T00:49:38Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052379
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-01-30
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0002085853-26-000469

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
8310 S VALLEY HIGHWAYSUITE 300ENGLEWOOD, CO 80112
Business
8310 S VALLEY HIGHWAYSUITE 300ENGLEWOOD, CO 80112
Edgar EIN
993842286
Edgar Recent Filings
13F-HR2026-04-23 · 0002085853-26-000469
13F-HR2026-01-20 · 0002085853-26-000054
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-05T00:49:38Z
Rdap Domain Last Changed
2024-07-05T00:49:38Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6093686
Trust Company Affiliate
No

People (4)

4
BARTA, CAMARON, JOSEPH
IAR · Direct Owner · 62.5%
6653360
BARRINGER, ADAM, HENRY
IAR · Direct Owner · 62.5%
6093686
BRIAN JOHN FREW
IAR
4008361
TIMOTHY JOSEPH HARKER
IAR
5040428