BCO WEALTH MANAGEMENT, LLC

CRD #322276 SEC #801-126061 CARLSBAD, NM 575-887-2013

SEC Registered

Total AUM

$300.5M

Discretionary

$300.5M

Employees

Clients

251

Accounts

1,111

Firm Details

Organization Type: Limited Liability Company
State of Formation: New Mexico
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 3, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
COLE, LYLE, HARLEY	I	MANAGING MEMBER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
OVERSTREET, JOHN, MILO	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Sep 3, 2025 REGISTERED

Notice Filings (8)

AZ CO KS LA MO NM OK TX

Address

412 N CANAL ST
CARLSBAD, NM 88220
United States

Phone: 575-887-2013