|
⚲
|
| Keyboard |
| BWM Planning LLC
✚
|
|
|---|---|
| CRD # | 304855 |
| SEC # | 801-127789 |
| CIK # | 0002039698 |
| AUM | 465.3 M (2026-03-13) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 281-377-3170 |
| Address | 10000 Memorial Drive Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.4 | ||
| Wells Fargo & Co/MN | 4.9 | ||
| Chevron Corp | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 7.8 |
| (b) Individuals (high net worth individuals) | 69 | 309.7 |
| (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 | 147.8 |
| (n) Other | 0 | 0.0 |
| Total | 358 | 465.3 |
| By Discretionary | ||
| Discretionary | 330 | 400.6 |
| Non-Discretionary | 28 | 64.7 |
| Total | 358 | 465.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.3 | |
| Total | 358 | 465.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039698] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 466.5 M |
|
Wealthvalues LLC
✚
|
CA | 466.5 M |
|
Consilium Wealth Advisory LLC
✚
|
466.0 M | |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 465.7 M |
|
Clelland & Co Inc
✚
|
CA | 465.7 M |
|
John F Suby Wealth Management LLC
✚
|
WI | 464.9 M |
|
LPWM LLC
✚
|
MN | 464.8 M |
|
HMV Wealth Advisors LLC
✚
|
LA | 464.8 M |
|
Colonial River Investments LLC
✚
|
VA | 464.4 M |
|
Accountants Proprietary Financial Servicenet Inc
✚
|
NY | 464.3 M |