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 LLC provides asset-based portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm manages about $231 million in client assets across discretionary and non‑discretionary accounts for roughly 61 clients and delivers an Investment Policy Statement and ongoing monitoring as part of its advisory services. The firm combines a core passive allocation with tactical active adjustments, documenting risk tolerance in a written IPS and offering discretionary or non‑discretionary management at client election. Its investment methods span charting, cyclical, fundamental, quantitative and technical analysis and can include options strategies (cash‑secured puts and covered calls) as well as tax‑aware positioning and tax‑loss harvesting. Noteworthy distinctions include its requirement that clients use Fidelity Brokerage Services LLC or SEI Investments Management Corp as custodians and its disclosure that BXM receives platform services and other economic benefits from SEI that could create incentives when selecting custodians or products. The firm was formed in 2024, is in the process of transitioning to SEC registration, and notes no account minimum despite a client base and asset level that imply relatively large average account sizes.

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.