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BGM WEALTH MANAGEMENT
Legal name: BGM WEALTH PARTNERS, LLC
CRD 110483File 801-53285
APPROVED
Retail clients
Custody
Filing as of Jan 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$517.5M
Above cohort median (national)
Discretionary AUM
$505.5M
Non-discretionary $12.0M
Clients
213
889 accounts
Employees
8
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 18, 1996
- Principal office
- 7900 INTERNATIONAL DRIVE, SUITE 800, BLOOMINGTON, MN, 55425
- Phone
- 952-844-2500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $517.5M
- Discretionary AUM
- $505.5M
- Non-discretionary AUM
- $12.0M
- Discretionary accounts
- 827
- Non-discretionary accounts
- 62
- Total accounts
- 889
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $472.6M |
| Individuals (other than high net worth individuals) | 76 | $44.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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.