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| BWM Planning LLC
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| |
|---|---|
| CRD # | 304855 |
| SEC # | 801-127789 |
| CIK # | |
| AUM | $212.0 MM (2024-08-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 281-377-3170 |
| Address | 8111 Ashlane Way The Woodlands, TX 77382 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 7.1 |
| (b) Individuals (high net worth individuals) | 39 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 94.7 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 212.0 |
| By Discretionary | ||
| Discretionary | 192 | 193.5 |
| Non-Discretionary | 26 | 18.4 |
| Total | 218 | 212.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.0 | |
| Total | 218 | 212.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Costello Asset Management Inc
✚
|
PA | 0.2 |
|
Valor Financial Services LLC
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|
TN | 0.2 |
|
Siebert Advisornxt LLC
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|
NY | 0.2 |
|
Riverplace Capital Management Inc
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|
FL | 0.2 |
|
Crescent Sterling Ltd
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|
LA | 0.2 |
|
Theory Financial LLC
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|
CO | 0.2 |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
Family CFO Inc
✚
|
CA | 0.2 |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.2 |