DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Bam Wealth Management LLC

Independent wealth managerLakewood, ColoradoCRD 330237SEC 801-132401website IAPD

Latest filing Aug 24, 2026

First filing on the tape Mar 20, 2025 · 11 filings

SEC status approved since Apr 11, 2025

RAUM

$202M

reported, Item 5.F

Discretionary

98%

of RAUM

Private clients

99%

$200M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$25.2M

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$202M as of Aug 24, 2026

Mar 20, 2025$0 then

HNW client RAUM$123M as of Aug 24, 2026

Aug 1, 2025$107M then

State-registered IARs (5.B.3)8 as of Aug 24, 2026

Mar 20, 20256 then

Employees (5.A)15 as of Aug 24, 2026

Mar 20, 20257 then

Private funds: no history

RAUM n/a over the last fiscal yearIARs 6 to 8offices 1 to 2

Practice profile

derived from the filing of Aug 24, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $25.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 36derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.8MderivedHNW RAUM over HNW clients
Average account: $240,755derivedRAUM over accounts (5.F.2.f)
Discretionary: 98%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.9derivedItem 5.A over advisors
Advisors per office: 2.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween the last two annual amendments
Advisor growth, one year: +17%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
Custody: $198M, 285 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$123M61%
Individuals$76.7M38%
Corporations and businesses$2.2M1.1%

Individual clients: 215reported
HNW clients: 70reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 839reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $198M for 285 clientsreported
Compensation: % of AUMreported
Class basis: private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Maxwell Ross	Lakewood, Co	Apr 23, 2025	12 y	1
David M Afraimi	Lakewood, Co	Apr 23, 2025	15 y	3
Dylan Daniel James Rauh	Lakewood, Co	Apr 23, 2025	11 y	1
Jack Walker	Lakewood, Co	Apr 23, 2025	11 y	2
Nicholas M Donakowski	Lakewood, Co	Apr 23, 2025	10 y	3
Jeremy Steven Fritsch	Lakewood, Co	Jun 26, 2025	11 y	2
Liberty Streeter	Lakewood, Co	Mar 5, 2026	11 y	0
Jamal Klaus Schlensog	Lakewood, Co	May 7, 2026	20 y	2

Advisor movement

1 left, 1 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount1 left over 36 months

Left, latest

Nathan Lehnerz to Foundations Investment Advisors LLC
Dec 9, 2025 · RIA to RIA

Joined, latest

Jamal Klaus Schlensog from Strategic Advisers LLC
May 7, 2026 · Affiliated broker-dealer or bank to independent RIA
Jeremy Steven Fritsch from Creativeone Wealth, LLC
Jun 26, 2025 · RIA to a newly registered adviser
David M Afraimi from Creativeone Wealth, LLC
Apr 23, 2025 · RIA to a newly registered adviser
Nicholas M Donakowski from Creativeone Wealth, LLC
Apr 23, 2025 · RIA to a newly registered adviser
Jack Walker from Creativeone Wealth, LLC
Apr 23, 2025 · RIA to a newly registered adviser
Maxwell Ross from Creativeone Wealth, LLC
Apr 23, 2025 · RIA to a newly registered adviser
Dylan Daniel James Rauh from Creativeone Wealth, LLC
Apr 23, 2025 · RIA to a newly registered adviser
Nathan Lehnerz from Creativeone Wealth, LLC
Apr 23, 2025 · RIA to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 joined from Creativeone Wealth, LLC
Sep 23, 2025 · Lakewood, Co
4 joined from Creativeone Wealth, LLC
Sep 23, 2025 · Overland Park, Ks

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

M David Afraimi · Managing Partnercontrol
since 12/2023 · owns 50% to 75%
Michelle Kristy Afraimi · Managing Partner And Chief Compliance Officercontrol
since 12/2023 · owns 50% to 75%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Lakewood, Co · principal	8	2	1

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Other offices · 1 to 2
Jul 14, 2026 to Aug 24, 2026
Advisory employees · 9 to 8
Jun 30, 2026 to Jul 14, 2026
Employees · 16 to 15
Jun 30, 2026 to Jul 14, 2026
State-registered IARs · 9 to 8
Jun 30, 2026 to Jul 14, 2026
Advisory employees · 7 to 9
Mar 10, 2026 to May 12, 2026
Employees · 14 to 16
Mar 10, 2026 to May 12, 2026
State-registered IARs · 7 to 9
Mar 10, 2026 to May 12, 2026
Advisory employees · 6 to 7
Feb 24, 2026 to Mar 10, 2026
Employees · 7 to 14
Feb 24, 2026 to Mar 10, 2026
State-registered IARs · 6 to 7
Feb 24, 2026 to Mar 10, 2026
Accounts · 804 to 839
Dec 9, 2025 to Feb 24, 2026
Corporate clients · 0 to 3
Dec 9, 2025 to Feb 24, 2026
HNW clients · 59 to 70
Dec 9, 2025 to Feb 24, 2026
Individual clients · 209 to 215
Dec 9, 2025 to Feb 24, 2026
Assets in custody · $187M to $198M
Dec 9, 2025 to Feb 24, 2026
Financial planning clients · 0 to 251-500
Dec 9, 2025 to Feb 24, 2026
Discretionary RAUM · $172M to $198M
Dec 9, 2025 to Feb 24, 2026
HNW RAUM · $107M to $123M
Dec 9, 2025 to Feb 24, 2026
Individual RAUM · $70.7M to $76.7M
Dec 9, 2025 to Feb 24, 2026
Non-discretionary RAUM · $5.6M to $4.2M
Dec 9, 2025 to Feb 24, 2026
RAUM · $178M to $202M
Dec 9, 2025 to Feb 24, 2026
Advisory employees · 7 to 6
Oct 31, 2025 to Dec 9, 2025
Employees · 8 to 7
Oct 31, 2025 to Dec 9, 2025
State-registered IARs · 7 to 6
Oct 31, 2025 to Dec 9, 2025
Assets in custody · $0 to $187M
Aug 1, 2025 to Oct 31, 2025
Insurance-licensed employees · 1 to 0
Aug 1, 2025 to Oct 31, 2025
Financial planning clients · 0 to 0
Aug 1, 2025 to Oct 31, 2025
Accounts · 0 to 804
Jun 30, 2025 to Aug 1, 2025
Charity clients · unset to 0.0
Jun 30, 2025 to Aug 1, 2025
Corporate clients · unset to 0.0
Jun 30, 2025 to Aug 1, 2025
HNW clients · unset to 59.0
Jun 30, 2025 to Aug 1, 2025
Individual clients · unset to 209.0
Jun 30, 2025 to Aug 1, 2025
Pension plan clients · unset to 0.0
Jun 30, 2025 to Aug 1, 2025
Pooled vehicle clients · unset to 0.0
Jun 30, 2025 to Aug 1, 2025
Discretionary RAUM · $0 to $172M
Jun 30, 2025 to Aug 1, 2025
HNW RAUM · unset to 106808849.0
Jun 30, 2025 to Aug 1, 2025
Individual RAUM · unset to 70717154.0
Jun 30, 2025 to Aug 1, 2025
Non-discretionary RAUM · $0 to $5.6M
Jun 30, 2025 to Aug 1, 2025
Pension RAUM · unset to 0.0
Jun 30, 2025 to Aug 1, 2025
Pooled vehicle RAUM · unset to 0.0
Jun 30, 2025 to Aug 1, 2025

Signals

3 dated events

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

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@bamadvisorygroup.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 303-531-5055reportedpublished by the firm, firm site, Sep 15, 2026
Website: bamadvisorygroup.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 303-531-5055reportedpublic record, Form ADV, Aug 24, 2026
Team page: bamadvisorygroup.com/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $25.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026