|
⚲
|
| BPP Wealth Solutions LLC
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|
|
|---|---|
| CRD # | 166962 |
| SEC # | 801-77658 |
| CIK # | |
| AUM | $228.3 M (2025-03-11) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 908-442-7750 |
| Address | 25 Mountainview Blvd, Basking Ridge, NJ 07920 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 7.6 |
| (b) Individuals (high net worth individuals) | 69 | 220.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 228.3 |
| By Discretionary | ||
| Discretionary | 393 | 228.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 393 | 228.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.3 | |
| Total | 393 | 228.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bright Wealth Management LLC
✚
|
TX | 0.2 |
|
Texas Family Wealth LLC
✚
|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Your Private Client Group Inc
✚
|
0.2 | |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Michael Brady & Co LLC
✚
|
OH | 0.2 |
|
Secured Retirement Advisors LLC
✚
|
MN | 0.2 |
|
Epiqwest Culver Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.2 |