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BCS PRIVATE WEALTH MANAGEMENT
Legal name: BERNARD CAROLI WEALTH MANAGEMENT INC.
CRD 174761File 801-89173
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$469.7M
Above cohort median (national)
Discretionary AUM
$469.7M
Clients
224
580 accounts
Employees
6
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 15, 2015
- Principal office
- 47 WEST RIVER ROAD, SUITE B, RUMSON, NJ, 07760
- Phone
- 732-291-7272
- Website
- HTTP://WWW.BC-WM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $469.7M
- Discretionary AUM
- $469.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 580
- Non-discretionary accounts
- 0
- Total accounts
- 580
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $15.5M |
| Charitable organizations | Fewer than 5 | $13.8M |
| High net worth individuals | 118 | $387.9M |
| Pooled investment vehicles | 2 | $17.9M |
| Individuals (other than high net worth individuals) | 95 | $34.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 214 | 224 | increased by10 |
| Mar 1, 2026 | AUM | $405,866,803 | $469,674,455 | increased by$63,807,652 |
| Mar 1, 2026 | Accounts | 548 | 580 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 148 | 214 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $280,962,949 | $405,866,803 | increased by$124,903,854 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 374 | 548 | increased by174 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 139 | 148 | increased by9 |
| Apr 1, 2022 | AUM | $196,693,381 | $280,962,949 | increased by$84,269,568 |
| Apr 1, 2022 | Accounts | 326 | 374 | increased by48 |
| 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 “BCS PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BCS PRIVATE” 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.