BCWM, LLC.
DBA: BCWM
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $665.2M |
| Discretionary | $665.2M100% of AUM |
| Client Accounts | 378 |
| Avg Account Size | $1.8M |
| Employees | 12 |
| Peak AUM | $665.2MMar 2026 |
AUM by Client Type
Total AUM
$665M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $665M | +10.9% | +6.3% | +2.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $665.2M |
| Discretionary | $665.2M |
| Employees | 12 |
| Client Accounts | 378 |
| Client Range | 251-500 |
Contact & Location
Address
14221 METCALF AVE
OVERLAND PARK KS 66223
Phone
913-685-2300
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$665M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported