Bam Wealth Management LLC
● SEC registered since 2025CRD 330237SEC# 801-132401Lakewood, CO
Reg. AUM
$202M
Employees
16
Accounts
839
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 $202 million in regulatory assets under management and employs 16 people.
Bam Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David M Afraimi Control | Managing Partner | 50-75% | 2023 |
| Kristy Michelle Afraimi Control | Managing Partner And Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How much does Bam Wealth Management LLC manage?
Bam Wealth Management LLC reports $202 million in regulatory assets under management on its Form ADV.
How many employees does Bam Wealth Management LLC have?
Bam Wealth Management LLC reports 16 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
| Address | 165 South Union Blvd, Suite 675, Lakewood, CO 80228 |
| Phone | 303-531-5055 |
| Fax | 303-496-7100 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202M▲ 14%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$202Mregulatory AUM
Discretionary $197.8MNon-discretionary $4.2M