Investment adviser · CRD 110483
BGM WEALTH MANAGEMENT
Investment adviser filing (IA)
BGM WEALTH PARTNERS, LLC
BLOOMINGTON, MN, United States · Form ADV filed Jan 19, 2026
- Regulatory AUM
- $517M Form ADV · Item 5.F
- Client accounts
- 889 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 137 | $472,583,636 | 91.3% |
| Individuals | 76 | $44,899,008 | 8.7% |
Filing source
Form ADV 2042513 · Jan 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7900 INTERNATIONAL DRIVE, SUITE 800BLOOMINGTON, MN, 55425, United States
CRD 110483
Filing source
Form ADV 2042513 · Jan 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.