David M. Afraimi

BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO 80228

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CRD#: 5844646

Professional summary

David M Afraimi is a registered financial advisor currently at BAM WEALTH MANAGEMENT LLC located in Lakewood, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Afraimi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 23, 2025 - Present

BAM WEALTH MANAGEMENT LLC

Office #1: 165 South Union Blvd Suite 675, Lakewood, CO 80228

RIA

CRD#: 330237

LAKEWOOD, CO

Past

July 1, 2019 - September 23, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Lakewood, CO

Past

July 5, 2016 - August 8, 2019

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

DENVER, CO

Past

July 5, 2016 - August 8, 2019

CREATIVEONE SECURITIES, LLC

CRD#: 152974

DENVER, CO

Past

August 1, 2012 - July 12, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

December 14, 2010 - July 12, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/23/2025)

IAR

Texas
(4/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/27/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/30/2013

General Securities Principal Examination

Current Firm

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

165 South Union Blvd Suite 675, Lakewood, CO 80228

Mailing Address

Phone number

(303) 531-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BAM WEALTH MANAGEMENT LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 177,526,003

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David M. Afraimi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Afraimi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BAM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2010

Series 24

Date: 9/30/2013

Current Firm

BAM WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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