Bco Wealth Management, LLC

Overview

Bco Wealth Management, LLC is an SEC registered investment adviser based in Carlsbad, NM, registered since 2022. It reports $36M in assets under management across 1,173 accounts, with 9 employees. It has 4 investment adviser representatives.

Reported AUM

$36M

Discretionary

100%

Accounts

1,173

Average account

$307K

Employees

9

Advisory reps

4

Registered since

2022

Jurisdictions

8

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• John Milo Overstreet Managing Member, Chief Compliance Officer CRD 3065160
• Lyle Harley Cole Managing Member CRD 2187064

Advisory reps 3 of 4

• Benjamin J Cole Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7788600
• Bradley N Cole Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7439066
• Lyle H Cole Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2187064

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

412 N Canal St
Carlsbad, NM 88220

County

Eddy

Metro area

Carlsbad-Artesia, NM

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: bco-wealth.com

Every state, with registration dates

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