BPM WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$268M

Discretionary

$268M

100% of AUM

Avg account

$2.1M

Accounts

128

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 325909
Registered since: June 30, 2023
Website: www.bpm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans70.85%
HNWI17.31%
Corporations / Businesses8.69%
Individuals2.95%
Charitable Organizations0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BPM Wealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm provides advisory work across financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for business and institutional clients, pension consulting and the selection of other advisers. Its fee model combines a percentage-of-AUM component with hourly and fixed-fee arrangements, allowing flexibility for different client relationships and project work. Investment activity is concentrated in managed, discretionary strategies with a heavy tilt toward pooled public vehicles. BPM Wealth Advisors does not identify as an ESG-focused investor. As a capital allocator, the firm sources outside managers and funds when it seeks exposures beyond its in-house capabilities.