Bhc Wealth Management, LLC
● SEC registered since 2026CRD 339475SEC# 801-135158Englewood, CO
Reg. AUM
$102.2M
Employees
8
Accounts
542
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 reports $102.2 million in regulatory assets under management and employs 8 people.
Bhc Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blue Heron Capital, LLC Control | Managing Member | Over 75% | 2025 |
| Carl Allen Gardner Control | Cfo | Under 5% | 2026 |
| Joel Anthony Cavaliere | Cco | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Bhc Wealth Management, LLC manage?
Bhc Wealth Management, LLC reports $102.2 million in regulatory assets under management on its Form ADV.
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 |
Regulatory AUM
$102.2MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$102.2Mregulatory AUM
Discretionary $102.2M