BMMS WEALTH ADVISORY LLC

Overview

Bmms Wealth Advisory LLC operates as a limited liability company that positions itself primarily as a capital allocator and advisor that selects other investment managers rather than running discretionary portfolios directly. Its registered activities identify “selection of other advisers” as the core advisory function, which typically means the firm vets, recommends and monitors third‑party subadvisers or managers and then places client capital with those managers. The firm is not an active ESG investor and is not registered as a multi‑state adviser. Industry affiliation with accounting professionals is noted, suggesting a close working relationship with accountants—either for client referrals, tax coordination, or oversight of financial reporting. Bmms Wealth Advisory LLC is owner‑managed (individual owner) and reports a nonstandard fee structure listed as “Other,” which may indicate bespoke billing arrangements (flat fee, retainer, project fees, or blended pricing) rather than strictly AUM, hourly, or performance fees. The firm’s stated advisory focus and structure mark it as a manager-of-managers rather than a traditional, directly managed RIA.

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Location & Offices