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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BXM WEALTH LLC

CRD 332544

ENGLEWOOD, 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:3fa3eeb5-4487-94c9-9ce4-a91bccaabe78

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Dec 17, 2024 to Sep 9, 2026
10 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $231MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $201M
Private client RAUM: $231MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $46.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 223
Individual clients: 25
High net worth clients: 36
SEC number: 801-131828
CRD: 332544
Filings on the tape: 10
First filed: Dec 17, 2024
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, CO
Website: bxmwealth.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
ADAM HENRY BARRINGER	Certified Financial Planner	ENGLEWOOD, CO	2	14	2	no
CAMARON JOSEPH BARTA	Certified Financial Planner	ENGLEWOOD, CO	2	10	2	no
BRIAN JOHN FREW	n/a	ENGLEWOOD, CO	1	26	2	no
TIMOTHY JOSEPH HARKER	n/a	ENGLEWOOD, CO	0	20	3	no
RYAN JAMES JERCINOVIC	Certified Financial Planner	ENGLEWOOD, CO	0	18	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
BARRINGER, ADAM, HENRY	MANAGING PARTNER	E	yes	07/2024	Dec 17, 2024	Dec 17, 2024
BARTA, CAMARON, JOSEPH	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	E	yes	07/2024	Dec 17, 2024	Dec 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Englewood	Co	United States	2	no
n/a	n/a	n/a	1	no

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 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 9, 2026	$231M	$201M	4	4	2	n/a	n/a
2024	Mar 27, 2025	$108M	$100M	3	3	2	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
2	0	2	0.0%	1	0	0	5	0

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	$231M	$108M	115.0%	n/a	n/a	5	3	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SCHWAB WEALTH ADVISORY, INC.	2	Jul 26, 2024	Aug 16, 2024	LONE TREE, CO	Team lift out	Other	0.2%

Relationships

Registered with (5)

← RYAN JAMES JERCINOVICAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← TIMOTHY JOSEPH HARKERAdvisorregistration: current employment
Nov 11, 2025 to presentfactForm ADV
← BRIAN JOHN FREWAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← ADAM HENRY BARRINGERAdvisorregistration: current employment
Aug 16, 2024 to presentfactForm ADV
← CAMARON JOSEPH BARTAAdvisorregistration: current employment
Aug 16, 2024 to presentfactForm ADV

Controls (2)

← BARRINGER, ADAM, HENRYOwnerMANAGING PARTNER, ownership code E, individual
Dec 17, 2024 to Dec 17, 2024factForm ADV
← BARTA, CAMARON, JOSEPHOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 17, 2024 to Dec 17, 2024factForm ADV

Moved with (1)

← SCHWAB WEALTH ADVISORY, INC.Registered adviser2 advisors, team lift out
Jul 26, 2024 to Aug 16, 2024factForm ADV

Dated events

Occurred
Jan 9, 2026
Regulatory AUM changed
Bxm Wealth Llc reported RAUM $231.3M, up 115% from $107.6M (2025-11-14 to 2026-01-09)
Form ADVobserved 5 days ago
$124M
Occurred
Dec 17, 2024
First Form ADV filing
Bxm Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Jul 26, 2024
Team lift-out
2 advisors left Schwab Wealth Advisory, Inc. (Lone Tree, CO) for Bxm Wealth LLC within 3 days
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fa3eeb5-4487-94c9-9ce4-a91bccaabe78
First observed: Dec 17, 2024
Last observed: Sep 9, 2026 11 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.

BXM WEALTH LLC

CRD 332544

ENGLEWOOD, 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:3fa3eeb5-4487-94c9-9ce4-a91bccaabe78

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ADAM HENRY BARRINGER

Certified Financial Planner

ENGLEWOOD, CO

CAMARON JOSEPH BARTA

Certified Financial Planner

ENGLEWOOD, CO

BRIAN JOHN FREW

n/a

ENGLEWOOD, CO

TIMOTHY JOSEPH HARKER

n/a

ENGLEWOOD, CO

RYAN JAMES JERCINOVIC

Certified Financial Planner

ENGLEWOOD, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARRINGER, ADAM, HENRY

MANAGING PARTNER

yes

07/2024

Dec 17, 2024

BARTA, CAMARON, JOSEPH

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

07/2024

Dec 17, 2024

City

State

Country

Employees

Also broker-dealer

Englewood

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 9, 2026

$231M

$201M

n/a

2024

Mar 27, 2025

$108M

$100M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$231M

$108M

115.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SCHWAB WEALTH ADVISORY, INC.

Jul 26, 2024

Aug 16, 2024

LONE TREE, CO

Team lift out

Other

0.2%