A complete list of active advisors currently associated with BXM Wealth LLC

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

BXM Wealth provides portfolio management and integrated financial planning to individual and high‑net‑worth clients, delivering planning as part of its advisory service rather than as a separate paid offering. The firm reports about $231 million in AUM across roughly 61 clients and states no account minimum, which implies a client base with relatively large average account sizes. The firm uses a blended investment approach with a passive core and active, tactical overlays, documenting client objectives in written Investment Policy Statements and employing fundamental, quantitative, technical, charting and cyclical analysis. BXM also implements options strategies such as cash‑secured puts and covered calls, pursues tax‑loss harvesting when available, and offers both discretionary and non‑discretionary management depending on client preference. Notable features that distinguish BXM from many peers include its recent transition to SEC registration and its explicit requirement that clients custody assets at Fidelity or SEI, along with participation in SEI’s adviser platform and receipt of related platform/soft‑dollar benefits. The firm also discloses it does not use third‑party sub‑advisers, does not aggregate trades for multiple clients, and its team includes several advisors with prior institutional experience at Schwab, reflecting a practice built from a small client roster with a relatively high AUM per client.

To learn more about the advisors currently working at BXM Wealth 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.