← Directory
BPM WEALTH ADVISORS, LLC
CRD 325909File 801-128253
APPROVED
Retail clients
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$268.3M
Below cohort median (national)
Discretionary AUM
$268.3M
Clients
59
128 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 30, 2023
- Principal office
- ONE CALIFORNIA STREET, SUITE 2500, SAN FRANCISCO, CA, 94111
- Phone
- 415-421-5757
- Website
- HTTP://WWW.BPM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.3M
- Discretionary AUM
- $268.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 128
- Non-discretionary accounts
- 0
- Total accounts
- 128
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $23.3M |
| Charitable organizations | Fewer than 5 | $558K |
| High net worth individuals | 33 | $46.4M |
| Pension and profit sharing plans | Fewer than 5 | $190.1M |
| Individuals (other than high net worth individuals) | 26 | $7.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.