Bam Wealth Management Llc
- Regulatory AUM
- $202M
- Discretionary
- $198M
- Clients
- 288
- Avg AUM / client
- $701K
- Accounts
- 839
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $76.7M | 38.0% |
| High net worth individuals | 70 | $123M | 60.9% |
| Corporations and other businesses | 3 | $2.2M | 1.11% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David M Afraimi | Registered representative | Apr 2025 (1y) | ||
| Dylan Daniel James Rauh | Registered representative | Apr 2025 (1y) | ||
| Jack Walker | Registered representative | Apr 2025 (1y) | ||
| Maxwell Ross | Registered representative | Apr 2025 (1y) | ||
| Nicholas M Donakowski | Registered representative | Apr 2025 (1y) | ||
| Jeremy Steven Fritsch | Registered representative | Jun 2025 (1y) | ||
| Liberty Streeter | Registered representative | Mar 2026 (0y) | ||
| Jamal Klaus Schlensog | Registered representative | May 2026 (0y) |
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) | 07/14/2026 | 1 MB | 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
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $202M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 14, 2026.
View current Form ADV (SEC/IAPD) ↗