Bz Wealth Advisors, LLC
Bz Wealth Advisors, LLC is an SEC-registered mass-market adviser in Littleton, CO with $26.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bz Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335978, SEC 801-132953, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $26.0M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Littleton, CO
- Employees
- 7
- Clients
- 34
- CRD
- 335978
- Ownership
- WEALTH OPS, LLC; BRANT, JOHN, GETTY; CALVERT, LYNN, RICHARD; 18 ROAD BZWA, LLC; BRANT, CHARLES, SPENCER
How much AUM does Bz Wealth Advisors, LLC have?
Bz Wealth Advisors, LLC reported $26.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Bz Wealth Advisors, LLC?
Disclosed owners and executives of Bz Wealth Advisors, LLC include WEALTH OPS, LLC, BRANT, JOHN, GETTY, CALVERT, LYNN, RICHARD, 18 ROAD BZWA, LLC, BRANT, CHARLES, SPENCER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.