Investment adviser · CRD 322276
BCO WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
CARLSBAD, NM, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $360M Form ADV · Item 5.F
- Client accounts
- 1,173 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 109 | $222,556,329 | 61.9% |
| Individuals | 417 | $89,892,103 | 25.0% |
| Charities | Fewer than 5 | $20,588,678 | 5.7% |
| Retirement plans | 6 | $15,198,602 | 4.2% |
| Other clients | 12 | $10,026,258 | 2.8% |
| Corporations & businesses | Fewer than 5 | $1,509,423 | 0.4% |
Filing source
Form ADV 2119468 · Jul 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
412 N CANAL STCARLSBAD, NM, 88220, United States
CRD 322276
Filing source
Form ADV 2119468 · Jul 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.