Allocator Index · CRD 322276

BCO WEALTH MANAGEMENT, LLC

Carlsbad, NM · 575-887-2013 · bco-wealth.com

SEC IAPD record ↗

Fit score

46

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

109

Other individuals

417

HNW assets

$222.6M

Total AUM

$359.8M

Employees

9

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.