Investment adviser · CRD 325909
BPM WEALTH ADVISORS, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $268M Form ADV · Item 5.F
- Client accounts
- 128 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $190,098,362 | 70.8% |
| High-net-worth individuals | 33 | $46,442,940 | 17.3% |
| Corporations & businesses | Fewer than 5 | $23,317,001 | 8.7% |
| Individuals | 26 | $7,909,536 | 2.9% |
| Charities | Fewer than 5 | $558,156 | 0.2% |
Filing source
Form ADV 2039283 · Jan 28, 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 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
ONE CALIFORNIA STREET, SUITE 2500SAN FRANCISCO, CA, 94111, United States
CRD 325909
Filing source
Form ADV 2039283 · Jan 28, 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.