Partner, Chief Investment Officer · Bcwm
Richard W. Boyer
CRD 1014856 · Named on Form ADV at one SEC-registered adviser
At a glance
Bcwm, an SEC-registered wealth manager based in Overland Park, KS with $665 million in regulatory assets, lists Richard W. Boyer on its Form ADV as Partner, Chief Investment Officer, a control person.
Firms and roles
- BcwmPartner, Chief Investment OfficerWealth manager · Overland Park, KS · $665M in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Melinda K. CorporonCo-Founder, Bcwm
- Steven B. HacklemanChief Compliance Officer, Managing Partner, Bcwm
- Laura K. CarleyManaging Partner, Portfolio Manager, Bcwm
- Eric C. ClarkChief Executive Officer, Managing Partner, Wealth Advisor, Bcwm
- Cynthia R. WysongPartner, Wealth Advisor, Bcwm
2 more people named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.