Unclaimed Profile

Camaron Joseph Barta

BXM WEALTH LLC·ENGLEWOOD, Colorado

SIE, Series 7, Series 63, Series 66CFPClean record8 years registeredBXM WEALTH LLC

8310 S VALLEY HIGHWAY, ENGLEWOOD, CO 80112CRD# 6653360Firm CRD# 332544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Camaron Joseph Barta · ENGLEWOOD, CO

Registration

CRD #6653360 · BXM WEALTH LLC · 8 years registered

Brand Profile

Not yet started

Career History

BXM WEALTH LLC

Aug 2024 – present

SCHWAB WEALTH ADVISORY, INC.

Feb 2018 – Jul 2024

Lone Tree, CO

CHARLES SCHWAB & CO., INC.

Jan 2018 – Feb 2018

Lone Tree, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 24, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BXM WEALTH LLC

CRD 332544 · SEC 801-131828

AUM

$108M

Regulatory assets under management

Employees

119 client accounts

Services offered by BXM WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BXM WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Camaron Joseph Barta offer?

Camaron Joseph Barta specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Camaron Joseph Barta's credentials?

Camaron Joseph Barta holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Camaron Joseph Barta located?

Camaron Joseph Barta is based in ENGLEWOOD, Colorado, working with BXM WEALTH LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Camaron Joseph Barta charge for services?

Camaron Joseph Barta's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BXM WEALTH LLC?

BXM WEALTH LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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