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BPS WEALTH ADVISORS, INC.
CRD 106249File 801-37961
APPROVED
Retail clients
Custody
Filing as of Apr 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 689 | 745 | increased by56 |
| Apr 1, 2026 | AUM | $859,729,975 | $1,082,580,906 | increased by$222,850,931 |
| Apr 1, 2026 | Accounts | 890 | 1,099 | increased by209 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 463 | 689 | increased by226 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $369,975,131 | $859,729,975 | increased by$489,754,844 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 893 | 890 | decreased by3 |
| Apr 1, 2022 | Clients | 420 | 463 | increased by43 |
| Apr 1, 2022 | AUM | $315,412,846 | $369,975,131 | increased by$54,562,285 |
| Apr 1, 2022 | Accounts | 628 | 893 | increased by265 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BPS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BPS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.