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BPP Wealth Solutions LLC
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CRD # | 166962 |
SEC # | 801-77658 |
CIK # | |
AUM | $187.3 MM (2024-08-19) |
Employees | 5 (60% Investors, 60% Brokers) |
Phone | 908-442-7750 |
Address | 25 Mountainview Blvd, Basking Ridge, NJ 07920 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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
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|
UT | 0.2 |
Horizon Wealth Advisors LLC
✚
|
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 |