BPP WEALTH SOLUTIONS, LLC

Overview

BPP Wealth Solutions, LLC is an independent RIA that acts as a capital allocator for individual and family clients. The firm’s stated investment stance tilts toward publicly traded equities—both individual stocks and ETFs—and it combines advisory services (financial planning and portfolio management) with the ability to select third‑party managers. Its client mix includes high‑net‑worth individuals and small businesses, and the firm offers both percentage‑of‑AUM and fixed‑fee billing. BPP is not an active ESG investor, and it provides pension consulting and selection-of-other-advisers services alongside direct portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices