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BXM Wealth LLC
BXM Wealth LLC is a boutique registered investment adviser (RIA) based in Denver, Colorado. Founded by experienced advisors with over two decades of combined industry experience, the firm focuses on delivering a personalized, team-based wealth management experience that emphasizes close client relationships, trust, and tailored financial strategies. BXM Wealth serves a select set of households, offering individualized investment management, retirement planning, tax planning, education planning, estate planning, and liquidity solutions. The team collectively managed over $1.14 billion in client assets prior to founding the firm and now provides direct, high-touch service to families, individuals, and organizations seeking customized advisory solutions.
Investment Strategy
BXM Wealth LLC delivers customized investment management by designing individualized portfolios aligned with each client's specific goals and financial plan. The firm emphasizes a high-touch, team-driven approach with a focus on dynamic asset allocation, individualized risk assessment, and proactive tax management. Their strategies incorporate comprehensive financial planning—including retirement, education, estate, and tax optimization—using a holistic view to maximize after-tax, long-term returns. Every portfolio is tailor-made, avoiding generic models, and continuously adjusted to reflect evolving client needs and market conditions.
Latest 13F Filing Activity
BXM Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $84M. The fund increased holdings in Invesco Exch Traded FD TR II, Broadcom Inc., Proshares TR among other positions. BXM Wealth LLC reduced exposure to Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del, Vanguard Index FDS among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.11% | $4.3M | 20,951 | $248.38 | $205.17 | -$418.8K |
Q QQQ | INVESCO QQQ TR | 4.91% | $4.1M | 7,587 | $492.31 | $551.64 | -$744.2K |
A AVGO | BROADCOM INC | 4.72% | $4.0M | 14,396 | $229.54 | $275.65 | +$1.4M |
T TQQQ | PROSHARES TR | 4.01% | $3.4M | 40,692 | $73.10 | $83.00 | +$1.1M |
S SPXL | DIREXION SHS ETF TR | 3.17% | $2.7M | 15,372 | $159.35 | $173.53 | +$754.2K |
Industry Allocation
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