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Bam Wealth Management LLC

● SEC registered since 2025CRD 330237SEC# 801-132401Lakewood, CO
Export (members)
Reg. AUM
$177.5M
Employees
8
Accounts
804
Location
Lakewood, CO

Bam Wealth Management LLC assets under management

Bam Wealth Management LLC is an investment advisory firm registered with the SEC based in Lakewood, CO. The firm has been registered since 2025. It reports $177.5 million in regulatory assets under management and employs 8 people.

Bam Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
David M Afraimi ControlManaging Partner50-75%2023
Kristy Michelle Afraimi ControlManaging Partner And Chief Compliance Officer50-75%2023

Frequently asked questions

How much does Bam Wealth Management LLC manage?

Bam Wealth Management LLC reports $177.5 million in regulatory assets under management on its Form ADV.

How many employees does Bam Wealth Management LLC have?

Bam Wealth Management LLC reports 8 employees.

Where is Bam Wealth Management LLC located?

Bam Wealth Management LLC is based in Lakewood, CO and has been SEC-registered since 2025.

Does Bam Wealth Management LLC disclose fund performance?

Bam Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address165 South Union Blvd, Suite 675, Lakewood, CO 80228
Phone303-531-5055
Fax303-496-7100
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171.9M
Non-discretionary$5.6M
Total (RAUM)$177.5M