BXM Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BXM Wealth provides ongoing portfolio management and integrated financial planning to individual and high‑net‑worth clients, managing roughly $231 million for about 60 clients and delivering customized Investment Policy Statements. The firm operates on an asset‑based fee model and includes financial planning as part of its portfolio services.
The firm blends a core passive allocation with tactical active adjustments, using a range of analytical methods (charting, cyclical, fundamental, quantitative and technical) and occasional options strategies such as cash‑secured puts and covered calls. Investment plans are documented in an IPS, tax considerations (including tax‑loss harvesting) are incorporated into positioning, and BXM typically seeks discretionary trading authority while permitting non‑discretionary arrangements at clients’ election.
Noteworthy features include a recent transition to SEC registration and a leadership group with extensive prior experience at large custodian/advisor platforms, and the firm requires clients to custody assets at Fidelity or on the SEI platform. BXM also participates in SEI platform programs and may receive related economic and non‑cash benefits, and it does not aggregate trades across multiple client accounts — practices that can affect custodian selection incentives and trade execution.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
Main office
Parker CO
Advisors at this office
5
Most active in
California · Colorado · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy H
Series 63, Series 66
Parker, CO
BXM Wealth LLC
Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and PNC Wealth Management. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $231 million across about 60 accounts. The firm combines a core passive allocation with tactical active strategies, incorporates tax considerations into portfolio positioning, and delivers customized Investment Policy Statements.
Adam B
CFP®, Series 63, Series 65
Parker, CO
BXM Wealth LLC
Adam Barringer is a CFP® certificant with 13 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. Prior to joining BXM Wealth, he worked at Schwab Wealth Advisory from 2017 to 2024 and Charles Schwab from 2014 to 2017. BXM Wealth provides ongoing portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm combines a core passive allocation with tactical active adjustments and incorporates tax considerations into its customized Investment Policy Statements.
Brian F
Series 66
Parker, CO
BXM Wealth LLC
Brian Frew is a financial advisor with BXM Wealth LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over two decades and spent two years at Ameriprise. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $231 million across about 60 accounts. The firm employs a blend of core passive allocations with tactical active strategies and incorporates tax considerations into its investment approach.
Camaron B
CFP®, Series 63, Series 66
Parker, CO
BXM Wealth LLC
Camaron Barta is a CFP® with 10 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. He previously worked at Schwab Wealth Advisory Inc and Charles Schwab from 2016 to 2024. BXM Wealth LLC provides ongoing portfolio management and integrated financial planning to individual and high-net-worth clients. The firm combines a core passive allocation with tactical active strategies and incorporates tax considerations into investment positioning, managing approximately $231 million across about 60 clients.
Ryan J
CFP®, Series 63, Series 66
Parker, CO
BXM Wealth LLC
Ryan Jercinovic is a CFP® professional with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC. He previously worked at Schwab Wealth Advisory Inc and Charles Schwab, where he spent a combined 19 years. Ryan is involved in managing real estate holdings alongside his wife. BXM Wealth LLC provides portfolio management and integrated financial planning services to individual and high-net-worth clients, managing approximately $231 million for around 60 clients. The firm combines passive core allocations with tactical active adjustments and includes tax considerations and documented Investment Policy Statements as part of its approach.
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