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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2020
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, JESSICA, BETHANY | I | CCO | NA | |
| OLSEN, JESSICA, BETHANY | I | CCO | NA | |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, S. | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
| BOETTCHER, JEFFREY, STUART | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Jun 25, 2020 REGISTERED
Notice Filings (13)
AZ FL GA IL KS LA MI NE NJ NY OR TX WA
Address
7621 E. GRAY RD. SUITE C.SCOTTSDALE, AZ 85260
United States
Phone: 800-779-4183