BPP Wealth Solutions LLC

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Assets, Funds, Holdings

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BPP Wealth Solutions LLC
CRD #166962
SEC #801-77658
CIK #
AUM $187.3 MM (2024-08-19)
Employees 5 (60% Investors, 60% Brokers)
Phone908-442-7750
Address25 Mountainview Blvd,
Basking Ridge, NJ 07920
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
190152114763802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 29 6.5
(b) Individuals (high net worth individuals) 66 180.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 351 187.3
By Discretionary
Discretionary 351 187.3
Non-Discretionary 0 0.0
Total 351 187.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 187.3
Total 351 187.3
Comparable Firms State AUM ($BB)
Parker Advisory Group LLC
UT 0.2
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FL 0.2
Black Point Wealth Management LLC
FL 0.2
Cruice Investment Advisors Ltd
CT 0.2
Redwood Financial Network Corp
OH 0.2
The Wealth Coach LLC
TX 0.2
Cerasus Advisors Inc
FL 0.2
Redmont Wealth Advisors LLC
IL 0.2
Cape Ann Capital Inc
MA 0.2
Bullock Wealth Management Group Inc
IN 0.2
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