BCWM, LLC Information

BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management is approximately $600 million dollars (as of January 2025). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals. We take pride in providing our clients peace of mind.

Website	http://www.bcwm.com
Revenue	$5 million
Employees	14 (1 on RocketReach)
Founded	2007
Address	14221 Metcalf Ave Suite 201, Overland Park, Kansas 66223, US
Phone	+1 913-685-2300
Fax	(913) 685-2311
Industry	Financial Services, Investment Banking, Finance
Web Rank	27 Million
Keywords	Wealth Management, High Net Worth Individuals, Financial Planning, Investment Advisory, Family Office Services, Private Wealth, Estate Planning, Portfolio Management, Wealth Preservation, Retirement Planning, Institutional Investing, Legacy Planning, Multi-Family Office, Financial Advisory Services, Investment Strategies, Trust Services, Tax Planning, Risk Management, Philanthropic Planning, Financial Consulting
Competitors	Wells Fargo Advisors, Merrill Lynch, Morgan Stanley, Financial Services Company, Edward Jones, Raymond James, Schwab Advisor Services, Fidelity Investments, LPL Financial, Vanguard +40 more (view full list)
SIC	SIC Code 874 Companies, SIC Code 87 Companies
NAICS	NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies