|
⚲
|
| BPS Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 106249 |
| SEC # | 801-37961 |
| CIK # | |
| AUM | $1.1 B (2026-04-13) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 330-758-0575 |
| Address | 3701 Boardman Canfield Rd Canfield, OH 44406 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 98.6 |
| (b) Individuals (high net worth individuals) | 148 | 321.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 184 | 653.5 |
| (h) Charitable organizations | 8 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,099 | 1,082.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,099 | 1,082.6 |
| Total | 1,099 | 1,082.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,082.6 | |
| Total | 1,099 | 1,082.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrated Investment Consultants LLC
✚
|
MI | 1.1 |
|
CW Investment Advisers LLC
✚
|
CA | 1.1 |
|
King Wealth Management Group LLC
✚
|
NY | 1.1 |
|
Austin Wealth Management LLC
✚
|
TX | 1.1 |
|
FPL Capital Management LLC
✚
|
LA | 1.1 |
|
NFSG Corporation
✚
|
FL | 1.1 |
|
Sovereign Financial Group Inc
✚
|
CT | 1.1 |
|
Randolph Co Inc
✚
|
OH | 1.1 |
|
Corvus Wealth Advisors LLC
✚
|
CA | 1.1 |
|
Trebuchet Consulting LLC
✚
|
PA | 1.1 |