Bco Wealth Management, LLC
● SEC registered since 2022CRD 322276SEC# 801-126061Carlsbad, NM
Reg. AUM
$359.8M
Employees
9
Accounts
1,173
Location
Carlsbad, NM
Bco Wealth Management, LLC assets under management
Bco Wealth Management, LLC is an SEC-registered investment adviser based in Carlsbad, NM. The firm has been registered since 2022. It reports $359.8 million in regulatory assets under management and employs 9 people.
Bco Wealth Management, LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Bco Wealth Management, LLC manage?
Bco Wealth Management, LLC reports $359.8 million in regulatory assets under management on its Form ADV.
How many employees does Bco Wealth Management, LLC have?
Bco Wealth Management, LLC reports 9 employees.
Where is Bco Wealth Management, LLC located?
Bco Wealth Management, LLC is based in Carlsbad, NM and has been SEC-registered since 2022.
Does Bco Wealth Management, LLC disclose fund performance?
Bco 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 | 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 |
Regulatory AUM
$359.8M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$359.8Mregulatory AUM
Discretionary $358.6MNon-discretionary $1.1M