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 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.

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.