Wealth Manager
    SEC Registered
    Manages Private Funds

    Bco Wealth Management, LLC

    Registered investment advisor · Carlsbad, New Mexico · CRD #322276

    Assets Under Management
    $360M
    Client Accounts
    1,173
    Employees
    9
    CRD Number
    322276
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bco Wealth Management, LLC

    Bco Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Carlsbad, New Mexico, managing approximately $360M in regulatory assets across 1,173 client accounts. The firm's full regulatory record is filed with the SEC under CRD #322276.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bco Wealth Management, LLC

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    Frequently Asked Questions

    What is Bco Wealth Management, LLC's AUM?

    Bco Wealth Management, LLC reports approximately $360M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bco Wealth Management, LLC headquartered?

    Bco Wealth Management, LLC is headquartered in Carlsbad, New Mexico.

    What is Bco Wealth Management, LLC's CRD number?

    Bco Wealth Management, LLC's CRD number is 322276. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bco Wealth Management, LLC manage?

    Bco Wealth Management, LLC manages approximately 1,173 client accounts according to its latest SEC filing.

    Is Bco Wealth Management, LLC SEC registered?

    Yes, Bco Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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