Camaron J. Barta

BXM WEALTH LLC

ENGLEWOOD, CO 80112

Some features on this profile are disabled

CRD#: 6653360

Professional summary

Camaron Joseph Barta is a registered financial advisor currently at BXM WEALTH LLC located in Englewood, Colorado.

Camaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Camaron has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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 Camaron Joseph Barta'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

August 16, 2024 - Present

BXM WEALTH LLC

Office #1: 8310 S Valley Highway Suite 300, Bxm Wealth, Englewood, CO 80112

RIA

CRD#: 332544

ENGLEWOOD, CO

Past

February 28, 2018 - July 29, 2024

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Lone Tree, CO

Past

January 24, 2018 - February 28, 2018

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

September 26, 2016 - July 29, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, 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".

BXM WEALTH LLC

CRD#: 332544 / SEC#: 801-131828

RIA

Registered Investment Advisory firm - (1/16/2025 Approved)

Colorado

Registered Investment Advisory firm - (1/22/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(8/16/2024)

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: 1/19/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2016

General Securities Representative Examination

Current Firm

BXM WEALTH LLC

CRD#: 332544 / SEC#: 801-131828

RIA

Registered Investment Advisory firm - (1/16/2025 Approved)

Colorado

Registered Investment Advisory firm - (1/22/2025 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8310 S Valley Highway Suite 300, Bxm Wealth, Englewood, CO 80112

Mailing Address

Phone number

(303) 704-2592

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A + 2B BXM WEALTH LLC (9/16/2025)

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 107,589,053

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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Camaron J. Barta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camaron Joseph Barta's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BXM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2018

Series 63

Date: 10/1/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2016

Current Firm

BXM WEALTH LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BXM WEALTH LLC

TRUST BUT VERIFY

Similar Advisors