VerifiedFinancial Services· Founded 2007

Bcwm, Llc

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 $600 million (as of January 2025). 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.

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Overland Park, United States13(11 to 50)2007bcwm.com LinkedIn

Verified contacts

18

available on Kipplo

LinkedIn employees

13

11 to 50 range

Open roles

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no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

36

organic / mo

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Top roles at Bcwm, Llc

9 distinct titles indexed · top 9 shown.

4client service specialist
4paraplanner
2investment operations specialist
2wealth advisor
1&,
1administrative assistant
1chief investment officer
1managing partner and senior wealth advisor
1portfolio manager

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