Bhc Wealth Management, LLC

● SEC registered since 2026CRD 339475SEC# 801-135158Englewood, CO

Export (members)

Reg. AUM

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Employees

Accounts

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Location

Englewood, CO

Bhc Wealth Management, LLC assets under management

Bhc Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Englewood, CO. The firm has been registered since 2026. It employs 8 people.

www.linkedin.com/company/blue-heron View on SEC.gov ↗

Bhc Wealth Management, LLC owners & executives

4 reported

Name	Title	Ownership	Since
Blue Heron Capital, LLC Control	Managing Member	Over 75%	2025
Joel Anthony Cavaliere	Cco	Under 5%	2025
Carl Allen Gardner Control	Managing Member	25-50%	2007
████████████	████████████	████████████	$•••

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Frequently asked questions

How many employees does Bhc Wealth Management, LLC have?

Bhc Wealth Management, LLC reports 8 employees.

Where is Bhc Wealth Management, LLC located?

Bhc Wealth Management, LLC is based in Englewood, CO and has been SEC-registered since 2026.

Does Bhc Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address	2 Inverness Drive E., Suite 106, Englewood, CO 80112
Phone	(720) 488-8604
Fax	(720) 488-2694
Office hours	9:00 a.m. To 5:00 p.m.
SEC region	Denver Regional Office (DRO)
Discloses disciplinary history	No