A complete list of active advisors currently associated with BAM Wealth Management LLC

Warmer can help you find a great advisor at BAM Wealth Management LLC or one who fits your needs even better.

BAM Wealth Management provides fee-based asset management and comprehensive financial planning to individuals, high-net-worth clients, corporations, non-profits, and certain employer-sponsored retirement plans. The firm manages both discretionary and non-discretionary accounts and reports approximately $202 million in assets under management. The firm builds client portfolios using risk-based model allocations, third-party sub‑advisers, and a mix of ETFs and mutual funds, and may combine these in Unified Managed Accounts or boutique manager sleeves; its analytic toolkit includes quantitative, fundamental, technical, cyclical, and modern portfolio theory approaches and regular rebalancing. Advisors collaborate with clients to establish objectives and risk tolerances and may recommend alternative strategies—including private equity, private credit, structured notes, options hedging, or indexed annuities—which, if implemented, can be executed outside of BAM’s asset‑under‑management reporting and may involve separate compensation to the advisor in their capacity as a licensed insurance agent. As a newly founded firm, BAM provides periodic no‑fee educational seminars and workshops, a client service that is less common among comparable team advisors. The firm also emphasizes multi‑manager model construction via UMA capabilities, directs clients to a specific custodian relationship, and offers access to private and structured investments that are typically limited to eligible or accredited clients.

To learn more about the advisors currently working at BAM Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.