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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BAM WEALTH MANAGEMENT LLC

CRD 330237

LAKEWOOD, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10fefe27-2f74-e4cd-3eeb-b6a077774f0a

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Mar 20, 2025 to Aug 24, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $202MItem 5.F on the latest filing (2026-08-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $198M
Private client RAUM: $200MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $25.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 839
Individual clients: 215
High net worth clients: 70
Custody, client assets: $198M
SEC number: 801-132401
CRD: 330237
Filings on the tape: 11
First filed: Mar 20, 2025
Latest filed: Aug 24, 2026
Organised: Limited Liability Company, CO
Website: bamadvisorygroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID M AFRAIMI	n/a	LAKEWOOD, CO	1	15	3	no
Maxwell Ross	n/a	LAKEWOOD, CO	1	12	1	no
Dylan Daniel James Rauh	n/a	LAKEWOOD, CO	1	11	1	no
Jack Walker	n/a	LAKEWOOD, CO	1	11	2	no
Nicholas M Donakowski	n/a	LAKEWOOD, CO	1	10	3	no
Jeremy Steven Fritsch	n/a	LAKEWOOD, CO	1	11	2	no
LIBERTY STREETER	n/a	LAKEWOOD, CO	0	11	n/a	no
JAMAL KLAUS SCHLENSOG	n/a	LAKEWOOD, CO	0	20	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AFRAIMI, DAVID, M	MANAGING PARTNER	D	yes	12/2023	Aug 24, 2026	Aug 24, 2026
AFRAIMI, KRISTY, MICHELLE	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	12/2023	Aug 24, 2026	Aug 24, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$202M	$198M	14	7	1	n/a	n/a
2024	Mar 20, 2025	$0	$0	7	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	12.5%	0	0	0	8	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$202M	$0	n/a	n/a	n/a	15	7	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CREATIVEONE WEALTH, LLC	3	Sep 23, 2025	Apr 23, 2025	LAKEWOOD, CO	Team lift out	RIA to RIA	1.4%
CREATIVEONE WEALTH, LLC	4	Sep 23, 2025	Jun 26, 2025	OVERLAND PARK, KS	Team lift out	RIA to RIA	1.9%

Relationships

Controls (2)

← AFRAIMI, KRISTY, MICHELLEOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 24, 2026 to presentfactForm ADV
← AFRAIMI, DAVID, MOwnerMANAGING PARTNER, ownership code D, individual
Aug 24, 2026 to presentfactForm ADV

Registered with (9)

← JAMAL KLAUS SCHLENSOGAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← LIBERTY STREETERAdvisorregistration: current employment
Mar 5, 2026 to presentfactForm ADV
← Jeremy Steven FritschAdvisorregistration: current employment
Jun 26, 2025 to presentfactForm ADV
← DAVID M AFRAIMIAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← Maxwell RossAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← Dylan Daniel James RauhAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← Jack WalkerAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← Nicholas M DonakowskiAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← Nathan LehnerzAdvisorregistration: previous registration
Apr 23, 2025 to Dec 9, 2025factForm ADV

Moved with (1)

← CREATIVEONE WEALTH, LLCRegistered adviser5 advisors, team lift out, same day
Sep 23, 2025 to Jun 26, 2025factForm ADV

Dated events

Occurred
Dec 9, 2025
Advisor changed firm
Nathan Lehnerz left Bam Wealth Management Llc for Foundations Investment Advisors Llc (registered 2026-02-02)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2025
Team lift-out
2 advisors left Creativeone Wealth, LLC (Overland Park, KS) for Bam Wealth Management LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 23, 2025
Team lift-out
5 advisors left Creativeone Wealth, LLC (Lakewood, CO) for Bam Wealth Management LLC on the same day
Form ADVobserved 4 days ago
5 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10fefe27-2f74-e4cd-3eeb-b6a077774f0a
First observed: Mar 20, 2025
Last observed: Aug 24, 2026 26 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BAM WEALTH MANAGEMENT LLC

CRD 330237

LAKEWOOD, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10fefe27-2f74-e4cd-3eeb-b6a077774f0a

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID M AFRAIMI

n/a

LAKEWOOD, CO

Maxwell Ross

n/a

LAKEWOOD, CO

Dylan Daniel James Rauh

n/a

LAKEWOOD, CO

Jack Walker

n/a

LAKEWOOD, CO

Nicholas M Donakowski

n/a

LAKEWOOD, CO

Jeremy Steven Fritsch

n/a

LAKEWOOD, CO

LIBERTY STREETER

n/a

LAKEWOOD, CO

n/a

JAMAL KLAUS SCHLENSOG

n/a

LAKEWOOD, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AFRAIMI, DAVID, M

MANAGING PARTNER

yes

12/2023

Aug 24, 2026

AFRAIMI, KRISTY, MICHELLE

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

12/2023

Aug 24, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$202M

$198M

n/a

2024

Mar 20, 2025

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$202M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CREATIVEONE WEALTH, LLC

Sep 23, 2025

Apr 23, 2025

LAKEWOOD, CO

Team lift out

RIA to RIA

1.4%

CREATIVEONE WEALTH, LLC

Sep 23, 2025

Jun 26, 2025

OVERLAND PARK, KS

Team lift out

RIA to RIA

1.9%