RIA Intel›Advisers›Colorado›BCM WEALTH MANAGEMENT, LLC.

BCM WEALTH MANAGEMENT, LLC.

Advisory

CO

Data as of Aug 5, 2026 · Source: SEC Form ADV

Average account

$824K

across 17 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

OLSEN FAMILY FINANCIAL, LLC

$14M

THE BORNHOFT GROUP CORPORATION

$14M

VANN, THOMAS, DEANE

TEXAS CREEK, CO

$14M

TRUTHPOINT FINANCIAL, LLC

COLORADO SPRINGS, CO

$14M

LIFETIME WEALTH ADVISORS, LLC

GRAND JUNCTION, CO

$14M

NORTON-BARKLEY ASSET MANAGEMENT,LLC

$14M

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