Bz Wealth Advisors, LLC
● SEC registered since 2025CRD 335978SEC# 801-132953Littleton, CO
Reg. AUM
$26M
Employees
7
Accounts
108
Location
Littleton, CO
Bz Wealth Advisors, LLC assets under management
Bz Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Littleton, CO. The firm has been registered since 2025. It reports $26 million in regulatory assets under management and employs 7 people.
Bz Wealth Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 18 Road Bzwa, LLC | Owner | 50-75% | 2025 |
| Charles Spencer Brant Control | Vice President | Under 5% | 2025 |
| John Getty Brant Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Bz Wealth Advisors, LLC manage?
Bz Wealth Advisors, LLC reports $26 million in regulatory assets under management on its Form ADV.
How many employees does Bz Wealth Advisors, LLC have?
Bz Wealth Advisors, LLC reports 7 employees.
Where is Bz Wealth Advisors, LLC located?
Bz Wealth Advisors, LLC is based in Littleton, CO and has been SEC-registered since 2025.
Does Bz Wealth Advisors, LLC disclose fund performance?
Bz Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10288 West Chatfield Avenue, Suite 300, Littleton, CO 80127 |
| Phone | 2085084070 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$26MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$26Mregulatory AUM
Discretionary $26M