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BPS WEALTH ADVISORS, INC.
CRD 106249File 801-37961
APPROVED
Retail clients
Custody
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.08B
Clients
745
1,099 accounts
Employees
5
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 10, 1991
- Principal office
- 3701 BOARDMAN - CANFIELD RD., SUITE 1, CANFIELD, OH, 44406
- Phone
- 330-758-0575
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.08B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,099
- Total accounts
- 1,099
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $8.1M |
| Charitable organizations | 8 | $1.2M |
| High net worth individuals | 148 | $321.3M |
| Pension and profit sharing plans | 184 | $653.5M |
| Individuals (other than high net worth individuals) | 395 | $98.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.