BZ WEALTH ADVISORS, LLC
CRD #335978 SEC #801-132953 LITTLETON, CO 303-292-9224
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRANT, CHARLES, SPENCER | I | VICE PRESIDENT | NA | Control |
| BRANT, CHARLES, SPENCER | I | VICE PRESIDENT | NA | Control |
| BRANT, CHARLES, SPENCER | I | VICE PRESIDENT | NA | Control |
| BRANT, CHARLES, SPENCER | I | VICE PRESIDENT | NA | Control |
| BRANT, JOHN, GETTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRANT, JOHN, GETTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRANT, JOHN, GETTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRANT, JOHN, GETTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRANT, JOHN, GETTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| 18 ROAD BZWA, LLC | DE | OWNER | D | |
| 18 ROAD BZWA, LLC | DE | OWNER | D | |
| 18 ROAD BZWA, LLC | DE | OWNER | D | |
| 18 ROAD BZWA, LLC | DE | OWNER | D | |
| 18 ROAD BZWA, LLC | DE | OWNER | D | |
| WEALTH OPS, LLC | DE | OWNER | C | |
| WEALTH OPS, LLC | DE | OWNER | C | |
| WEALTH OPS, LLC | DE | OWNER | C | |
| WEALTH OPS, LLC | DE | OWNER | C | |
| WEALTH OPS, LLC | DE | OWNER | C |
Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (2)
CO ID
Address
10288 WEST CHATFIELD AVENUESUITE 300
LITTLETON, CO 80127
United States
Phone: 303-292-9224