RIA Intelligence

BCWM, LLC.

Legal name: BCWM

CRD #144748 SEC #801-68214 OVERLAND PARK, KS 913-685-2300
SEC Registered
Total AUM
$599.8M
Discretionary
$599.8M
Employees
12
Clients
251
Accounts
364

AUM Over Time

DateMar 2025
Total AUM$599.8M
Discretionary$599.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$596.9M
Discretionary$596.9M
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees13
Clients350
DateMar 2023
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees13
Clients350
DateMar 2022
Total AUM$654.8M
Discretionary$654.8M
Non-Disc.$0
Employees13
Clients350
DateMar 2021
Total AUM$591.3M
Discretionary$591.3M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$537.4M
Discretionary$537.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$537.4M
Discretionary$537.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$459.7M
Discretionary$459.7M
Non-Disc.$0
Employees13
Clients340
DateMar 2018
Total AUM$491.9M
Discretionary$491.9M
Non-Disc.$0
Employees13
Clients340
DateMar 2017
Total AUM$423.1M
Discretionary$423.1M
Non-Disc.$0
Employees13
Clients300
DateMar 2017
Total AUM$423.1M
Discretionary$423.1M
Non-Disc.$0
Employees13
Clients300
DateMar 2016
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees12
Clients300
DateMar 2015
Total AUM$396.7M
Discretionary$396.7M
Non-Disc.$0
Employees12
Clients300
DateMar 2014
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees12
Clients300
DateMar 2013
Total AUM$294.8M
Discretionary$294.8M
Non-Disc.$0
Employees11
Clients300
DateNov 2012
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$0
Employees9
Clients200
DateMar 2012
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$0
Employees6
Clients200
DateNov 2011
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--