BBK WEALTH LLC

RIASEC Registered

Total AUM

$62.6M

Discretionary

$62.6M

100% of AUM

Avg account

$280K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: FISHERS, Indiana
CRD number: 311324
Website: bbkwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.21%
Individuals31.79%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

BBK Wealth LLC is an independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its stated fee arrangements include a percentage of assets under management, hourly charges, and fixed fees, allowing flexibility across planning engagements and ongoing investment mandates. The firm favors equity exposure, allocating the largest portion of client capital to exchange-traded equities. It does not position itself as an ESG-driven investor and is not classified as a capital allocator or a multistate adviser. BBK operates with a discretionary mandate on the bulk of its assets, which supports a managed, hands-on approach to client portfolios.