Bco Wealth Management, LLC
Bco Wealth Management, LLC is an SEC-registered mass-market adviser in Carlsbad, NM with $359.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Bco Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322276, SEC 801-126061, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $359.8M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Carlsbad, NM
- Employees
- 9
- Clients
- 552
- CRD
- 322276
- Ownership
- OVERSTREET, JOHN, MILO; COLE, LYLE, HARLEY
How much AUM does Bco Wealth Management, LLC have?
Bco Wealth Management, LLC reported $359.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Bco Wealth Management, LLC?
Disclosed owners and executives of Bco Wealth Management, LLC include OVERSTREET, JOHN, MILO, COLE, LYLE, HARLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.