BGM WEALTH PARTNERS, LLC
Legal name: BGM WEALTH MANAGEMENT
CRD #110483 SEC #801-53285 BLOOMINGTON, MN 952-844-2500
SEC Registered
Total AUM
$433.3M
Discretionary
$422.5M
Employees
8
Clients
101
Accounts
814
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $433.3M | $422.5M | $10.8M | 8 | 0 |
| Mar 2024 | $487.4M | $469.4M | $18M | 8 | 0 |
| Mar 2023 | $453.5M | $450M | $3.5M | 6 | 1 |
| Oct 2022 | $483.7M | $479.9M | $3.8M | 6 | 6 |
| Oct 2022 | $483.7M | $479.9M | $3.8M | 6 | 6 |
| Jun 2022 | $483.7M | $479.9M | $3.8M | 6 | 6 |
| Jun 2022 | $483.7M | $479.9M | $3.8M | 6 | 6 |
| Feb 2022 | $483.7M | $479.9M | $3.8M | 6 | 6 |
| Nov 2021 | $483.7M | $479.9M | $3.8M | 6 | 6 |
| Dec 2020 | $390M | $374.5M | $15.6M | 5 | 5 |
| Jun 2020 | $379.2M | $370.2M | $9M | 6 | 168 |
| Dec 2019 | $379.2M | $370.2M | $9M | 6 | 168 |
| Feb 2019 | $408M | $402.4M | $5.5M | 6 | 168 |
| Dec 2018 | $408M | $402.4M | $5.5M | 6 | 168 |
| Mar 2018 | $345.2M | $338M | $7.2M | 6 | 155 |
| Dec 2017 | $345.2M | $338M | $7.2M | 6 | 155 |
| Jun 2017 | $322.2M | $301.3M | $20.9M | 6 | 200 |
| Mar 2017 | $322.2M | $301.3M | $20.9M | 6 | 200 |
| Feb 2017 | $322.2M | $301.3M | $20.9M | 6 | 200 |
| Nov 2016 | $322.2M | $301.3M | $20.9M | 6 | 200 |
| Oct 2016 | $322.2M | $301.3M | $20.9M | 6 | 200 |
| Oct 2016 | $639.7M | $591M | $48.7M | 11 | 300 |
| Sep 2016 | $588M | $546.4M | $41.7M | 11 | 300 |
| Dec 2015 | $588M | $546.4M | $41.7M | 11 | 300 |
| Sep 2015 | $570.3M | $547.6M | $22.7M | 12 | 300 |
| Feb 2015 | $570.3M | $547.6M | $22.7M | 12 | 300 |
| Dec 2014 | $570.3M | $547.6M | $22.7M | 12 | 300 |
| Mar 2014 | $519.9M | $493.9M | $26M | 15 | 300 |
| Jan 2014 | $519.9M | $493.9M | $26M | 15 | 300 |
| Dec 2013 | $519.9M | $493.9M | $26M | 15 | 300 |
| Nov 2013 | $276.5M | $276.5M | $56.3K | 5 | 200 |
| Feb 2013 | $242.7M | $242.6M | $73.8K | 5 | 200 |
| Dec 2012 | $242.7M | $242.6M | $73.8K | 5 | 200 |
| Aug 2012 | $208.4M | $208.3M | $57.6K | 1 | 200 |
| Jan 2012 | $208.4M | $208.3M | $57.6K | 1 | 200 |
| Dec 2011 | $208.4M | $208.3M | $57.6K | 1 | 200 |
| Dec 2011 | $208.4M | $208.3M | $57.6K | 1 | 200 |
| Jul 2011 | $215.9M | $215.9M | $57.4K | 5 | -- |
| Nov 2007 | $262.3M | $262.1M | $212.8K | 5 | -- |
| Jan 2006 | $303.5M | $303.2M | $289.2K | 5 | -- |
| Dec 2005 | $303.5M | $303.2M | $289.2K | 5 | -- |
| Dec 2004 | $295.3M | $295M | $284.1K | 5 | -- |
| May 2004 | $267.3M | $266.1M | $1.2M | 5 | -- |
| Jan 2004 | $267.3M | $266.1M | $1.2M | 5 | -- |
| May 2002 | $354.2M | $348.5M | $5.7M | 5 | -- |
DateJan 2025
Total AUM$433.3M
Discretionary$422.5M
Non-Disc.$10.8M
Employees8
Clients0
DateMar 2024
Total AUM$487.4M
Discretionary$469.4M
Non-Disc.$18M
Employees8
Clients0
DateMar 2023
Total AUM$453.5M
Discretionary$450M
Non-Disc.$3.5M
Employees6
Clients1
DateOct 2022
Total AUM$483.7M
Discretionary$479.9M
Non-Disc.$3.8M
Employees6
Clients6
DateOct 2022
Total AUM$483.7M
Discretionary$479.9M
Non-Disc.$3.8M
Employees6
Clients6
DateJun 2022
Total AUM$483.7M
Discretionary$479.9M
Non-Disc.$3.8M
Employees6
Clients6
DateJun 2022
Total AUM$483.7M
Discretionary$479.9M
Non-Disc.$3.8M
Employees6
Clients6
DateFeb 2022
Total AUM$483.7M
Discretionary$479.9M
Non-Disc.$3.8M
Employees6
Clients6
DateNov 2021
Total AUM$483.7M
Discretionary$479.9M
Non-Disc.$3.8M
Employees6
Clients6
DateDec 2020
Total AUM$390M
Discretionary$374.5M
Non-Disc.$15.6M
Employees5
Clients5
DateJun 2020
Total AUM$379.2M
Discretionary$370.2M
Non-Disc.$9M
Employees6
Clients168
DateDec 2019
Total AUM$379.2M
Discretionary$370.2M
Non-Disc.$9M
Employees6
Clients168
DateFeb 2019
Total AUM$408M
Discretionary$402.4M
Non-Disc.$5.5M
Employees6
Clients168
DateDec 2018
Total AUM$408M
Discretionary$402.4M
Non-Disc.$5.5M
Employees6
Clients168
DateMar 2018
Total AUM$345.2M
Discretionary$338M
Non-Disc.$7.2M
Employees6
Clients155
DateDec 2017
Total AUM$345.2M
Discretionary$338M
Non-Disc.$7.2M
Employees6
Clients155
DateJun 2017
Total AUM$322.2M
Discretionary$301.3M
Non-Disc.$20.9M
Employees6
Clients200
DateMar 2017
Total AUM$322.2M
Discretionary$301.3M
Non-Disc.$20.9M
Employees6
Clients200
DateFeb 2017
Total AUM$322.2M
Discretionary$301.3M
Non-Disc.$20.9M
Employees6
Clients200
DateNov 2016
Total AUM$322.2M
Discretionary$301.3M
Non-Disc.$20.9M
Employees6
Clients200
DateOct 2016
Total AUM$322.2M
Discretionary$301.3M
Non-Disc.$20.9M
Employees6
Clients200
DateOct 2016
Total AUM$639.7M
Discretionary$591M
Non-Disc.$48.7M
Employees11
Clients300
DateSep 2016
Total AUM$588M
Discretionary$546.4M
Non-Disc.$41.7M
Employees11
Clients300
DateDec 2015
Total AUM$588M
Discretionary$546.4M
Non-Disc.$41.7M
Employees11
Clients300
DateSep 2015
Total AUM$570.3M
Discretionary$547.6M
Non-Disc.$22.7M
Employees12
Clients300
DateFeb 2015
Total AUM$570.3M
Discretionary$547.6M
Non-Disc.$22.7M
Employees12
Clients300
DateDec 2014
Total AUM$570.3M
Discretionary$547.6M
Non-Disc.$22.7M
Employees12
Clients300
DateMar 2014
Total AUM$519.9M
Discretionary$493.9M
Non-Disc.$26M
Employees15
Clients300
DateJan 2014
Total AUM$519.9M
Discretionary$493.9M
Non-Disc.$26M
Employees15
Clients300
DateDec 2013
Total AUM$519.9M
Discretionary$493.9M
Non-Disc.$26M
Employees15
Clients300
DateNov 2013
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$56.3K
Employees5
Clients200
DateFeb 2013
Total AUM$242.7M
Discretionary$242.6M
Non-Disc.$73.8K
Employees5
Clients200
DateDec 2012
Total AUM$242.7M
Discretionary$242.6M
Non-Disc.$73.8K
Employees5
Clients200
DateAug 2012
Total AUM$208.4M
Discretionary$208.3M
Non-Disc.$57.6K
Employees1
Clients200
DateJan 2012
Total AUM$208.4M
Discretionary$208.3M
Non-Disc.$57.6K
Employees1
Clients200
DateDec 2011
Total AUM$208.4M
Discretionary$208.3M
Non-Disc.$57.6K
Employees1
Clients200
DateDec 2011
Total AUM$208.4M
Discretionary$208.3M
Non-Disc.$57.6K
Employees1
Clients200
DateJul 2011
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$57.4K
Employees5
Clients--
DateNov 2007
Total AUM$262.3M
Discretionary$262.1M
Non-Disc.$212.8K
Employees5
Clients--
DateJan 2006
Total AUM$303.5M
Discretionary$303.2M
Non-Disc.$289.2K
Employees5
Clients--
DateDec 2005
Total AUM$303.5M
Discretionary$303.2M
Non-Disc.$289.2K
Employees5
Clients--
DateDec 2004
Total AUM$295.3M
Discretionary$295M
Non-Disc.$284.1K
Employees5
Clients--
DateMay 2004
Total AUM$267.3M
Discretionary$266.1M
Non-Disc.$1.2M
Employees5
Clients--
DateJan 2004
Total AUM$267.3M
Discretionary$266.1M
Non-Disc.$1.2M
Employees5
Clients--
DateMay 2002
Total AUM$354.2M
Discretionary$348.5M
Non-Disc.$5.7M
Employees5
Clients--