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| Keyboard |
| BPM Wealth Advisors LLC
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|---|---|
| CRD # | 325909 |
| SEC # | 801-128253 |
| CIK # | |
| AUM | 268.3 M (2026-01-28) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 415-421-5757 |
| Address | One California Street, Suite 2500 San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 7.9 |
| (b) Individuals (high net worth individuals) | 33 | 46.4 |
| (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 | 190.1 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 23.3 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 268.3 |
| By Discretionary | ||
| Discretionary | 128 | 268.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 268.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.3 | |
| Total | 128 | 268.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 875 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M | |
|
Peak Financial Advisors LLC
✚
|
CO | 268.8 M |
|
Stonebridge Capital Management Inc
✚
|
CA | 268.7 M |
|
Byrne Asset Management LLC
✚
|
NJ | 268.7 M |
|
Andrews Advisory Associates LLC
✚
|
HI | 268.6 M |
|
Sage Investment Advisers LLC
✚
|
NY | 268.4 M |
|
JMK & Associates LLC
✚
|
WA | 268.4 M |
|
Matriarch Wealth Management LLC
✚
|
267.3 M |