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
Bxm Wealth LLC
Latest filing Sep 9, 2026
First filing on the tape Dec 17, 2024 · 10 filings
SEC status approved since Jan 16, 2025
RAUM
$231M
reported, Item 5.F
Discretionary
87%
of RAUM
Private clients
100%
$231M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$46.3M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$231M as of Aug 19, 2026
Jan 18, 2025$108M then
HNW client RAUM$223M as of Aug 19, 2026
Jan 18, 2025$105M then
State-registered IARs (5.B.3)5 as of Aug 19, 2026
Jan 18, 20253 then
Employees (5.A)5 as of Aug 19, 2026
Jan 18, 20253 then
Private funds: no history
RAUM +115% over the last fiscal yearIARs 3 to 5offices 2 to 3
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- $46.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.2MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +115%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +61%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$223M97%
- Individuals$8.1M3.5%
- Individual clients
- 25reported
- HNW clients
- 36reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 223reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Adam Henry BarringerCertified Financial Planner | Englewood, Co | Aug 16, 2024 | 14 y | 2 |
| Camaron Joseph BartaCertified Financial Planner | Englewood, Co | Aug 16, 2024 | 10 y | 2 |
| Brian John Frew | Englewood, Co | Jan 2, 2025 | 26 y | 2 |
| Timothy Joseph Harker | Englewood, Co | Nov 11, 2025 | 20 y | 3 |
| Ryan James JercinovicCertified Financial Planner | Englewood, Co | Jul 31, 2026 | 18 y | 2 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ryan James Jercinovic from Schwab Wealth Advisory, Inc.Jul 31, 2026 · Other
- Timothy Joseph Harker from Charles Schwab & Co., Inc.Nov 11, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian John Frew from Charles Schwab & Co., Inc.Jan 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Adam Henry Barringer from Schwab Wealth Advisory, Inc.Aug 16, 2024 · Other
- Camaron Joseph Barta from Schwab Wealth Advisory, Inc.Aug 16, 2024 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Schwab Wealth Advisory, Inc.Jul 26, 2024 · Lone Tree, Co
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Henry Adam Barringer · Managing Partnercontrolsince 07/2024 · owns 75% or more
- Joseph Camaron Barta · Managing Partner And Chief Compliance Officercontrolsince 07/2024 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Englewood, Co · principal | 5 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Englewood, CO2 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Jan 9, 2026RAUM (Item 5.F) moved from $107,589,053 to $231,272,900 (+115.0%) between the annual amendments of 2025-03-27 and 2026-01-09; the peer median change was +15.0% (4551 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 99% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 11-25 to 11-25Aug 19, 2026 to Sep 9, 2026
- Related adviser · false to unsetAug 19, 2026 to Sep 9, 2026
- Related bank · false to unsetAug 19, 2026 to Sep 9, 2026
- Related broker-dealer · false to unsetAug 19, 2026 to Sep 9, 2026
- Related insurance company · false to unsetAug 19, 2026 to Sep 9, 2026
- Succession · false to unsetAug 19, 2026 to Sep 9, 2026
- Advisory employees · 4 to 5Jul 15, 2026 to Aug 19, 2026
- Employees · 4 to 5Jul 15, 2026 to Aug 19, 2026
- State-registered IARs · 4 to 5Jul 15, 2026 to Aug 19, 2026
- Other offices · 2 to 3Jul 15, 2026 to Aug 19, 2026
- Accounts · 124 to 223Nov 14, 2025 to Jan 9, 2026
- HNW clients · 28 to 36Nov 14, 2025 to Jan 9, 2026
- Individual clients · 10 to 25Nov 14, 2025 to Jan 9, 2026
- Financial planning clients · 1-10 to 11-25Nov 14, 2025 to Jan 9, 2026
- Discretionary RAUM · $100M to $201MNov 14, 2025 to Jan 9, 2026
- HNW RAUM · $105M to $223MNov 14, 2025 to Jan 9, 2026
- Individual RAUM · $2.2M to $8.1MNov 14, 2025 to Jan 9, 2026
- Non-discretionary RAUM · $7.1M to $30.5MNov 14, 2025 to Jan 9, 2026
- RAUM · $108M to $231MNov 14, 2025 to Jan 9, 2026
- Advisory employees · 3 to 4Jul 15, 2025 to Nov 14, 2025
- Employees · 3 to 4Jul 15, 2025 to Nov 14, 2025
- State-registered IARs · 3 to 4Jul 15, 2025 to Nov 14, 2025
- Advisory activities · 3 to 2Mar 27, 2025 to Jul 15, 2025
- Financial planning clients · 1-10 to 1-10Mar 27, 2025 to Jul 15, 2025
- Advisory activities · 2 to 3Feb 11, 2025 to Mar 27, 2025
- Accounts · 119 to 124Dec 17, 2024 to Jan 18, 2025
- Advisory employees · 2 to 3Dec 17, 2024 to Jan 18, 2025
- HNW clients · 25 to 28Dec 17, 2024 to Jan 18, 2025
- Employees · 2 to 3Dec 17, 2024 to Jan 18, 2025
- Financial planning clients · 0 to 1-10Dec 17, 2024 to Jan 18, 2025
- State-registered IARs · 2 to 3Dec 17, 2024 to Jan 18, 2025
- Discretionary RAUM · $101M to $100MDec 17, 2024 to Jan 18, 2025
- HNW RAUM · $106M to $105MDec 17, 2024 to Jan 18, 2025
- Individual RAUM · $2.2M to $2.2MDec 17, 2024 to Jan 18, 2025
- Non-discretionary RAUM · $7.3M to $7.1MDec 17, 2024 to Jan 18, 2025
- RAUM · $108M to $108MDec 17, 2024 to Jan 18, 2025
Signals
3 dated events
- Bxm Wealth Llc reported RAUM $231.3M, up 115% from $107.6M (2025-11-14 to 2026-01-09)Jan 9, 2026 · RAUM change · derived
- Bxm Wealth Llc filed its initial SEC registration (Form ADV)Dec 17, 2024 · First SEC registration · fact
- 2 advisors left Schwab Wealth Advisory, Inc. (Lone Tree, CO) for Bxm Wealth LLC within 3 daysJul 26, 2024 · 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@bxmwealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 303-704-2592reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/bxm-wealth-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bxmwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-704-2592reportedpublic record, Form ADV, Sep 9, 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
- $46.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026