BPS Wealth Advisors, Inc.

RIASEC RegisteredEst. 1991

Total AUM

$1.1B

Discretionary

0% of AUM

Avg account

$985K

Accounts

1,099

Employees

Advisory reps

Firm details

Headquarters: Canfield, Ohio
CRD number: 106249
Registered since: January 10, 1991
Custodians: CAPITAL CLIENT GROUP, INC., SEI INVESTMENTS DISTRIBUTION CO., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans60.36%
HNWI29.68%
Individuals9.11%
Corporations / Businesses0.75%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BPS Wealth Advisors, Inc. is a privately owned corporate advisory firm that has been SEC-registered since 1991. It serves both individual & family and institutional clients and charges fees tied to assets under management. The firm lists core advisory services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; it notes the latter service while not holding a designated pension-consultant status. The firm is identified as a capital allocator and does not market itself as an active ESG investor.