This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.2 fund_share=0.0 institutional_share=0.71 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$268MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$268M

Private client RAUM

$54.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

20%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$89.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

15Schedule D 1.F, beyond the principal office

Accounts

128

Individual clients

26

High net worth clients

33

SEC number

801-128253

CRD

325909

Filings on the tape

12

First filed

May 31, 2023

Latest filed

Jan 28, 2026

Organised

Limited Liability Company, CA

Website

bpm.com

• Occurred

  May 31, 2023
  First Form ADV filing

  Bpm Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d7db32e4-e084-5303-1d39-92976a82196d

First observed

May 31, 2023

Last observed

Jan 28, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.