Bxm Wealth Llc
- Regulatory AUM
- $231M
- Discretionary
- $201M
- Clients
- 61
- Avg AUM / client
- $3.8M
- Accounts
- 223
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $8.1M | 3.49% |
| High net worth individuals | 36 | $223M | 96.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Henry Barringer | Managing Partner | CFP | Jul 2024 (2y) | 75% or more |
| Camaron Joseph Barta | Managing Partner And Chief Compliance Officer | CFP | Jul 2024 (2y) | 75% or more |
| Brian John Frew | Registered representative | Jan 2025 (2y) | ||
| Timothy Joseph Harker | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $225M (97% of AUM) Jul 2026
- Sei Investmentmanagement Corporation $6.0M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗