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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BPM Wealth Advisors LLC
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|---|---|
| CRD # | 325909 |
| SEC # | 801-128253 |
| CIK # | |
| AUM | $49.9 M (2025-03-19) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 415-421-5757 |
| Address | One California Street, Suite 2500 San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 3.1 |
| (b) Individuals (high net worth individuals) | 25 | 46.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 49.9 |
| By Discretionary | ||
| Discretionary | 83 | 49.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 49.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.9 | |
| Total | 83 | 49.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
|
ADVR LLC
✚
|
SC | 0.1 |
|
Seaway Advisors Ltd
✚
|
NY | 0.1 |
|
Polaris Financial LLC
✚
|
0.0 | |
|
Byron Place Capital Management LLC
✚
|
NJ | 0.0 |
|
Rena Advisors LLC
✚
|
NY | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
Harmony Wealth Partners LLC
✚
|
MA | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Wealthpro LLC
✚
|
0.0 |