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| Happy Holidays!! thanks for using AUM13F!! |
| BGM Wealth Partners LLC
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| CRD # | 110483 |
| SEC # | 801-53285 |
| CIK # | |
| AUM | $433.3 M (2025-01-14) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 952-844-2500 |
| Address | 7900 International Drive Bloomington, MN 55425 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 36.4 |
| (b) Individuals (high net worth individuals) | 124 | 396.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 814 | 433.3 |
| By Discretionary | ||
| Discretionary | 761 | 422.5 |
| Non-Discretionary | 53 | 10.8 |
| Total | 814 | 433.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.3 | |
| Total | 814 | 433.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weaver Capital Management LLC
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|
GA | 0.4 |
|
Absolute Capital Management LLC
✚
|
PA | 0.4 |
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |
|
Strategic Advocates LLC
✚
|
UT | 0.4 |
|
Stenger Family Office LLC
✚
|
IL | 0.4 |
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.4 |
|
Founders Grove Wealth Partners LLC
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|
VA | 0.4 |
|
Klosters Capital LLC
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|
FL | 0.4 |