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 $665 million (as of January 2026). 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 |
| Employees | 12 (10 on RocketReach) |
| Founded | 2007 |
| Address | 14221 Metcalf Ave Suite 201, Overland Park, Kansas 66223, US |
| Industry | Financial Services |
| 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) |
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BCWM, LLC Questions
Eric Clark is the Chief Executive Officer and Managing Partner and Wealth Advisor of BCWM, LLC.
10 people are employed at BCWM, LLC.
BCWM, LLC is based in Overland Park, Kansas.
Top BCWM, LLC Employees
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Eric Clark
Chief Executive Officer and Managing Partner and Wealth Advisor at BCWM, LLC
Overland Park, KS, US35+ -
Richard Boyer
Chief Investment Officer at BCWM, LLC
Overland Park, KS, US14 -
Brian Hackleman
Managing Partner and Chief Compliance Officer at BCWM, LLC
Overland Park, KS, US12 -
Sean Easterly
Wealth Advisor at BCWM, LLC
Overland Park, KS, US13 -
Cory Bloodgood
Portfolio Manager at BCWM, LLC
Kansas City, MO, US21 -
Cindy Wysong
Wealth Advisor at BCWM, LLC
Kansas City, MO, US1 -
Patricia Burns
Client Service Specialist at BCWM, LLC
Overland Park, KS, US3 -
Kyle Strehlow
Paraplanner at BCWM, LLC
Prairie Village, KS, US11 -
Mark Milosovich
Investment Operations Specialist at BCWM, LLC
Overland Park, KS, US24 -
Courtney Galvan
Client Service Specialist at BCWM, LLC
Lee's Summit, MO, US1
