Investment adviser · CRD 318366
ONEPOINT BFG WEALTH PARTNERS
Investment adviser filing (IA)
BLEAKLEY FINANCIAL GROUP, LLC
PARSIPPANY, NJ, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $15.1B Form ADV · Item 5.F
- Client accounts
- 28,204 Accounts, not individual clients
- Employees
- 205 Reported in this filing
- Advisory professionals
- 104 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 | 2,934 | $12,452,953,119 | 82.3% |
| Individuals | 5,524 | $1,935,919,517 | 12.8% |
| Retirement plans | 167 | $641,912,328 | 4.2% |
| Corporations & businesses | 22 | $95,572,162 | 0.6% |
| Charities | Fewer than 5 | $1,142,490 | 0.0% |
Filing source
Form ADV 2132347 · Sep 14, 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: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
300 KIMBALL DRIVE, SUITE 310PARSIPPANY, NJ, 07054, United States
CRD 318366
Filing source
Form ADV 2132347 · Sep 14, 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.