|
⚲
|
| BMB Advisers LLC
✚
|
|
|---|---|
| CRD # | 118410 |
| SEC # | 801-61120 |
| CIK # | |
| AUM | $655.8 M (2026-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-734-1234 |
| Address | 11100 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 610.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.7 |
| (h) Charitable organizations | 2 | 42.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 655.8 |
| By Discretionary | ||
| Discretionary | 71 | 655.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 71 | 655.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 655.8 | |
| Total | 71 | 655.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aspen Wealth Management LLC
✚
|
TX | 0.7 |
|
Arbor Wealth Advisors LLC
✚
|
MI | 0.7 |
|
Optima Asset Management Inc
✚
|
TX | 0.7 |
|
Warren Street Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Rock Point Advisors LLC
✚
|
VT | 0.7 |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.7 |
|
PW Nova Financial Services LLC
✚
|
PA | 0.7 |
|
Eagle Wealth Strategies LLC
✚
|
NJ | 0.7 |
|
Collaborative Wealth Management Inc
✚
|
FL | 0.7 |
|
Collegiate Capital Management Inc
✚
|
NC | 0.7 |