BCO WEALTH MANAGEMENT, LLC
CRD #322276 SEC #801-126061 CARLSBAD, NM 575-887-2013
SEC Registered
Total AUM
$300.5M
Discretionary
$300.5M
Employees
9
Clients
251
Accounts
1,111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $300.5M | $300.5M | $0 | 9 | 0 |
| Feb 2025 | $300.5M | $300.5M | $0 | 7 | 0 |
| Sep 2024 | $267.2M | $267.2M | $0 | 7 | 0 |
| May 2024 | $267.2M | $267.2M | $0 | 7 | 0 |
| Jan 2024 | $267.2M | $267.2M | $0 | 8 | 0 |
| Jun 2023 | $240.7M | $240.7M | $0 | 2 | 0 |
| Feb 2023 | $240.7M | $240.7M | $0 | 2 | 0 |
| Nov 2022 | $222.4M | $222.4M | $0 | 2 | 0 |
| Nov 2022 | $222.4M | $222.4M | $0 | 2 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
| Aug 2022 | $0 | $0 | $0 | 2 | 0 |
| Aug 2022 | $0 | $0 | $0 | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2025
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0