BBS WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
METHUEN, Massachusetts
CRD number
312283
Fee structure
Other

Firm profile

FINTRX

Overview

BBS Wealth Management, LLC is organized as a limited liability company and appears to be an owner-operated advisory practice (owner type: Individual). The firm is classified as unclassified in the dataset and is not identified as a capital allocator or a multi-state adviser. The profile indicates a nonstandard fee structure ("Other") and shows the firm does not self-identify as an active ESG investor. Industry affiliation noted in the record is "Accountant," which suggests a professional linkage to accounting services or relationships with accounting professionals. The dataset does not provide a listed SEC registration year, detailed advisory activities, or specific client segments. It also indicates the adviser is not a pension consultant, not a related adviser, and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Gregory Brown

    Business Development ManagerCRD 7329731

  • Jennifer Duemling

    PayrollCRD 7329732

  • Brown Patrick

    MemberCRD 7329734

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

METHUEN, MA

ESSEX

Location

METHUEN, MA

Headquartered in METHUEN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ESSEX
Address
302 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth