BWM ADVISORY LLC
Legal name: BEDROCK INVESTMENT ADVISORS
CRD #173131 SEC #801-108290 SCOTTSDALE, AZ 800-779-4183
SEC Registered
Total AUM
$29.5M
Discretionary
$29.5M
Employees
9
Clients
1
Accounts
165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $29.5M | $29.5M | $0 | 11 | 0 |
| Feb 2021 | $29.5M | $29.5M | $0 | 11 | 0 |
| Jan 2021 | $29.5M | $29.5M | $0 | 11 | 0 |
| Nov 2020 | $29.5M | $29.5M | $0 | 11 | 0 |
| Nov 2020 | $29.5M | $29.5M | $0 | 11 | 0 |
| Nov 2020 | $29.5M | $29.5M | $0 | 11 | 0 |
| Oct 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Oct 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Oct 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Sep 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Sep 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Sep 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Sep 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Jun 2020 | $29.5M | $29.5M | $0 | 9 | 0 |
| Jun 2020 | $29.5M | $29.5M | $0 | 10 | 0 |
| Jun 2020 | $29.5M | $29.5M | $0 | 10 | 0 |
| Jun 2020 | $29.5M | $29.5M | $0 | 10 | 0 |
| Jun 2020 | $29.5M | $29.5M | $0 | 10 | 0 |
| Apr 2020 | $29.5M | $29.5M | $0 | 10 | 0 |
| Mar 2020 | $29.5M | $29.5M | $0 | 10 | 0 |
| Mar 2020 | $20.6M | $20.6M | $0 | 6 | 0 |
| Feb 2020 | $20.6M | $20.6M | $0 | 6 | 0 |
| Jan 2020 | $20.6M | $20.6M | $0 | 6 | 0 |
| Dec 2019 | $20.6M | $20.6M | $0 | 6 | 0 |
| Nov 2019 | $20.6M | $20.6M | $0 | 6 | 0 |
| Jul 2019 | $20.6M | $20.6M | $0 | 6 | 0 |
| Jul 2019 | $20.6M | $20.6M | $0 | 6 | 0 |
| May 2019 | $20.6M | $20.6M | $0 | 6 | 0 |
| Mar 2019 | $20.6M | $20.6M | $0 | 6 | 0 |
| Feb 2019 | $52.1M | $52.1M | $0 | 7 | 0 |
| Jul 2018 | $52.1M | $52.1M | $0 | 7 | 0 |
| Apr 2018 | $52.1M | $52.1M | $0 | 7 | 0 |
| Mar 2018 | $52.1M | $52.1M | $0 | 7 | 0 |
| Nov 2017 | $35.8M | $35.8M | $0 | 8 | 0 |
| Oct 2017 | $35.8M | $35.8M | $0 | 8 | 0 |
| Aug 2017 | $35.8M | $35.8M | $0 | 8 | 26 |
| Apr 2017 | $35.8M | $35.8M | $0 | 8 | 26 |
| Mar 2017 | $35.8M | $35.8M | $0 | 8 | 26 |
| Mar 2017 | $35.8M | $35.8M | $0 | 8 | 26 |
| Aug 2016 | $34.5M | $34.5M | $0 | 6 | 26 |
DateMar 2021
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees11
Clients0
DateNov 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees11
Clients0
DateNov 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees11
Clients0
DateNov 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2017
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees8
Clients26
DateApr 2017
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees8
Clients26
DateAug 2016
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients26