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| Keyboard |
| BGM Wealth Partners LLC
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|---|---|
| CRD # | 110483 |
| SEC # | 801-53285 |
| CIK # | |
| AUM | 517.5 M (2026-01-19) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 952-844-2500 |
| Address | 7900 International Drive Bloomington, MN 55425 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 44.9 |
| (b) Individuals (high net worth individuals) | 137 | 472.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 517.5 |
| By Discretionary | ||
| Discretionary | 827 | 505.5 |
| Non-Discretionary | 62 | 12.0 |
| Total | 889 | 517.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.5 | |
| Total | 889 | 517.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dean Jacobson Financial Services LLC
✚
|
TX | 519.4 M |
|
NorthStar Financial Companies Inc
✚
|
PA | 519.0 M |
|
Independent Wealth Network Inc
✚
|
IA | 518.4 M |
|
Parkshore Wealth Management
✚
|
CA | 517.9 M |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 517.4 M |
|
Fiat Wealth Management LLC
✚
|
MN | 517.4 M |
|
Nest Egg ETFS LLC
✚
|
CA | 517.3 M |
|
Chelsea Counsel Company
✚
|
CA | 517.0 M |
|
Medallion Wealth Advisors LLC
✚
|
CT | 516.9 M |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 515.4 M |