Dylan Rauh is a registered investment advisor at Bam Wealth Management LLC, based in Lakewood, CO, with 3 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 288 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees typically range between 0.25% and 2.25% annually and are negotiable.
Fee Estimator
Location
165 South Union Blvd, Suite 675, Lakewood, CO, 80228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dylan works as a service advisor at BAM Advisory Group in Lakewood, CO, dedicating full-time hours to this role. This activity is investment-related.
Employment History
Current Registrations
Bam Wealth Management LLC
Previous Registrations
Creativeone Wealth, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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