BB&R WEALTH MANAGEMENT, INC.

CRD #125918 SEC #801-61909 WALNUT CREEK, CA (925) 954-0100

SEC Registered

Total AUM

$76.5M

Discretionary

$66.5M

Employees

Clients

101

Accounts

234

Firm Details

Organization Type: Corporation
State of Formation: --
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 20, 2005
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CONLEY, WHITNEY, MICHAEL	I	CCO	NA
ANDERSON, ROBERT, YOUNG	I	PRESIDENT	B	Control
BONG, GARY, JUDE	I	OWNER	B	Control
BONG, GARY, JUDE	I	OWNER	B	Control
BONG, GARY, JUDE	I	OWNER	B	Control
BONG, GARY, JUDE	I	OWNER	B	Control
BONG, GARY, JUDE	I	OWNER	B	Control
BONG, GARY, JUDE	I	OWNER	B	Control
BONG, GARY, JUDE	I	PARTNER	B	Control
BOYER, RONALD, GENE	I	OWNER	B	Control
BOYER, RONALD, GENE	I	CHIEF COMPLIANCE OFFICER	B	Control
BOYER, RONALD, GENE	I	OWNER	B	Control
BOYER, RONALD, GENE	I	CHIEF COMPLIANCE OFFICER	B	Control
BOYER, RONALD, GENE	I	CHIEF COMPLIANCE OFFICER, PRESIDENT	B	Control
BOYER, RONALD, GENE	I	PARTNER	B	Control
CARLSON, TIMOTHY, EDWIN	I	OWNER/CCO	B	Control
CARLSON, TIMOTHY, EDWIN	I	OWNER/CCO	B	Control
CARLSON, TIMOTHY, EDWIN	I	PARTNER	B	Control
CLAUSEN, STEPHEN, CONRAD	I	PARTNER	B	Control
GIBSON, SUSAN, LARRABEE	I	OWNER	B	Control
GIBSON, SUSAN, LARRABEE	I	OWNER	B	Control
GIBSON, SUSAN, LARRABEE	I	OWNER	B	Control
GIBSON, SUSAN, LARRABEE	I	OWNER	B	Control
GIBSON, SUSAN, LARRABEE	I	OWNER	B	Control
GIBSON, SUSAN, LARRABEE	I	OWNER	B	Control
GIBSON, SUSAN, LARRABEE	I	PARTNER	B	Control
PYNN, WARD, STANLEY	I	OWNER	B	Control
PYNN, WARD, STANLEY	I	OWNER	B	Control
PYNN, WARD, STANLEY	I	OWNER	B	Control
PYNN, WARD, STANLEY	I	OWNER	B	Control
PYNN, WARD, STANLEY	I	OWNER	B	Control
PYNN, WARD, STANLEY	I	OWNER	B	Control
PYNN, WARD, STANLEY	I	PARTNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	OWNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	OWNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	OWNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	OWNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	OWNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	OWNER	B	Control
ROCKWELL, THOMAS, CHARLES	I	PARTNER	B	Control
STEINBRUNER, CHRISTOPHER, H	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control

Registrations

Federal

Sep 20, 2005 REGISTERED

Notice Filings (1)

Address

1676 NORTH CALIFORNIA BOULEVARD,
THIRD FLOOR
WALNUT CREEK, CA 94596
USA

Phone: (925) 954-0100