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| Keyboard |
| BMB Advisers LLC
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|---|---|
| CRD # | 118410 |
| SEC # | 801-61120 |
| CIK # | |
| AUM | 655.8 M (2026-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
TX | 657.8 M |
|
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✚
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|
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|
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|
Rock Point Advisors LLC
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VT | 655.7 M |
|
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|
PW Nova Financial Services LLC
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PA | 654.3 M |
|
Eagle Wealth Strategies LLC
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|
NJ | 653.8 M |
|
Collaborative Wealth Management Inc
✚
|
FL | 653.3 M |
|
Collegiate Capital Management Inc
✚
|
NC | 653.0 M |