BGM WEALTH MANAGEMENT

Overview

BGM Wealth Management is an independent registered investment adviser that has been SEC-registered since 1996 and operates as a limited liability company. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its ownership is a mix of a domestic entity and an individual, and the firm identifies itself as a capital allocator, meaning it hires external managers as part of its investment process. BGM charges clients through a mix of AUM-based fees, hourly billing, and fixed fees. The firm does not market itself as an ESG investor and is not presented as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices