BPP WEALTH SOLUTIONS, LLC
CRD #166962 SEC #801-77658 BASKING RIDGE, NJ (908) 442-7750
SEC Registered
Total AUM
$228.3M
Discretionary
$228.3M
Employees
5
Clients
101
Accounts
393
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $228.3M | $228.3M | $0 | 6 | 21 |
| Oct 2025 | $228.3M | $228.3M | $0 | 5 | 21 |
| Mar 2025 | $228.3M | $228.3M | $0 | 5 | 21 |
| Aug 2024 | $187.3M | $187.3M | $0 | 5 | 16 |
| Mar 2024 | $187.3M | $187.3M | $0 | 5 | 16 |
| Mar 2023 | $151.5M | $151.5M | $0 | 5 | 8 |
| Mar 2022 | $166.6M | $166.6M | $0 | 5 | 10 |
| Mar 2022 | $166.6M | $166.6M | $0 | 5 | 10 |
| Sep 2021 | $103.7M | $103.7M | $0 | 8 | 6 |
| Mar 2021 | $103.7M | $103.7M | $0 | 8 | 6 |
| Mar 2021 | $103.7M | $103.7M | $0 | 8 | 6 |
| Oct 2020 | $61.2M | $61.2M | $0 | 5 | 6 |
| Jun 2020 | $61.2M | $61.2M | $0 | 5 | 6 |
| May 2020 | $61.2M | $61.2M | $0 | 5 | 6 |
| Apr 2020 | $61.2M | $61.2M | $0 | 5 | 6 |
| Mar 2020 | $61.2M | $61.2M | $0 | 5 | 6 |
| Mar 2020 | $61.2M | $61.2M | $0 | 5 | 6 |
| Nov 2019 | $44.8M | $44.8M | $0 | 5 | 5 |
| Oct 2019 | $44.8M | $44.8M | $0 | 5 | 5 |
| Sep 2019 | $44.8M | $44.8M | $0 | 5 | 5 |
| Mar 2019 | $44.8M | $44.8M | $0 | 5 | 5 |
| Sep 2018 | $52.2M | $52.2M | $0 | 5 | 8 |
| Mar 2018 | $52.2M | $52.2M | $0 | 5 | 8 |
| Feb 2017 | $51.2M | $51.2M | $0 | 5 | 26 |
| Dec 2016 | $29.5M | $24.6M | $4.9M | 5 | 26 |
| Jun 2016 | $29.5M | $24.6M | $4.9M | 5 | 26 |
| Mar 2016 | $29.5M | $24.6M | $4.9M | 5 | 26 |
| Nov 2015 | $32.9M | $27.1M | $5.9M | 2 | 26 |
| Sep 2015 | $32.9M | $27.1M | $5.9M | 2 | 26 |
| Sep 2015 | $32.9M | $27.1M | $5.9M | 2 | 26 |
| Aug 2015 | $32.9M | $27.1M | $5.9M | 2 | 26 |
| Mar 2015 | $32.9M | $27.1M | $5.9M | 2 | 26 |
| Mar 2014 | $71M | $23.6M | $47.4M | 3 | 26 |
| Jan 2014 | $25.9M | $21.2M | $4.7M | 2 | 26 |
| May 2013 | $25.9M | $21.2M | $4.7M | 2 | 26 |
| Feb 2013 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees6
Clients21
DateOct 2025
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees5
Clients21
DateMar 2025
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees5
Clients21
DateAug 2024
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees5
Clients16
DateMar 2024
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees5
Clients16
DateMar 2023
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees5
Clients8
DateMar 2022
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees5
Clients10
DateMar 2022
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees5
Clients10
DateSep 2021
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees8
Clients6
DateMar 2021
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees8
Clients6
DateMar 2021
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees8
Clients6
DateOct 2020
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients6
DateJun 2020
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients6
DateMay 2020
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients6
DateApr 2020
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients6
DateMar 2020
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients6
DateMar 2020
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients6
DateNov 2019
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees5
Clients5
DateOct 2019
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees5
Clients5
DateSep 2019
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees5
Clients5
DateMar 2019
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees5
Clients5
DateSep 2018
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees5
Clients8
DateMar 2018
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees5
Clients8
DateFeb 2017
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients26
DateDec 2016
Total AUM$29.5M
Discretionary$24.6M
Non-Disc.$4.9M
Employees5
Clients26
DateJun 2016
Total AUM$29.5M
Discretionary$24.6M
Non-Disc.$4.9M
Employees5
Clients26
DateMar 2016
Total AUM$29.5M
Discretionary$24.6M
Non-Disc.$4.9M
Employees5
Clients26
DateNov 2015
Total AUM$32.9M
Discretionary$27.1M
Non-Disc.$5.9M
Employees2
Clients26
DateSep 2015
Total AUM$32.9M
Discretionary$27.1M
Non-Disc.$5.9M
Employees2
Clients26
DateSep 2015
Total AUM$32.9M
Discretionary$27.1M
Non-Disc.$5.9M
Employees2
Clients26
DateAug 2015
Total AUM$32.9M
Discretionary$27.1M
Non-Disc.$5.9M
Employees2
Clients26
DateMar 2015
Total AUM$32.9M
Discretionary$27.1M
Non-Disc.$5.9M
Employees2
Clients26
DateMar 2014
Total AUM$71M
Discretionary$23.6M
Non-Disc.$47.4M
Employees3
Clients26
DateJan 2014
Total AUM$25.9M
Discretionary$21.2M
Non-Disc.$4.7M
Employees2
Clients26
DateMay 2013
Total AUM$25.9M
Discretionary$21.2M
Non-Disc.$4.7M
Employees2
Clients26
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0