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
Website: www.beardpension.com
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 RIA that has been SEC-registered since 1991. The firm serves both individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Its core advisory services, as described in regulatory filings, include financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of outside advisers. The firm is identified as a capital allocator and maintains industry relationships with broker-dealers, accountants, law firms and pension consultants. BPS does not describe itself as an active ESG investor and is not flagged as a multi-state adviser.