| Name | Title | Ownership | Since |
|---|---|---|---|
| John Milo Overstreet Control | Managing Member, Chief Compliance Officer | 50-75% | 2022 |
| Lyle Harley Cole Control | Managing Member | 50-75% | 2022 |
Bco Wealth Management, LLC reports $300.5 million in regulatory assets under management on its Form ADV.
Bco Wealth Management, LLC reports 7 employees.
Bco Wealth Management, LLC is based in Carlsbad, NM and has been SEC-registered since 2022.
Bco Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 412 N Canal St, Carlsbad, NM 88220 |
| Phone | 575-887-2013 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $300.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $300.5M |