Jeremy S. Fritsch

BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO 80228

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CRD#: 7906592

Professional summary

Jeremy Steven Fritsch is a registered financial advisor currently at BAM WEALTH MANAGEMENT LLC located in Lakewood, Colorado.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeremy has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

1. BAM Advisory Group; Investment related: Yes; 165 S. Union Blvd, Suite 675 Lakewood, CO 80228; Life Insurance/Annuities; Start date: 05/22/2025; 80 hours/month all during trading hours; Assists with financial advising.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Steven Fritsch'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

June 26, 2025 - Present

BAM WEALTH MANAGEMENT LLC

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

RIA

CRD#: 330237

LAKEWOOD, CO

Past

May 29, 2025 - September 23, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Lakewood, CO

Past

October 7, 2024 - June 2, 2025

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

GREENWOOD VILLAGE, CO

Past

August 2, 2024 - June 2, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

GREENWOOD VILLAGE, 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
(6/26/2025)

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: 10/4/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/2/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/4/2024

Securities Industry Essentials 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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Jeremy S. Fritsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Steven Fritsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAM WEALTH MANAGEMENT LLC

CREATIVEONE WEALTH, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BAM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2024

Series 7TO

Date: 8/2/2024

SIE

Date: 4/4/2024

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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