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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CROSTA, LISA, ANNE | I | DIRECTOR OF WEALTH MANAGEMENT | NA | |
| CROSTA, LISA, ANNE | I | DIRECTOR OF WEALTH MANAGEMENT | NA | |
| CROSTA, LISA, ANNE | I | DIRECTOR OF WEALTH MANAGEMENT | NA | |
| CROSTA, LISA, ANNE | I | DIRECTOR OF WEALTH MANAGEMENT | NA | |
| CROSTA, LISA, ANNE | I | DIRECTOR OF WEALTH MANAGEMENT | NA | |
| CROSTA, LISA, ANNE | I | DIRECTOR OF WEALTH MANAGEMENT | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| GOLDENBERG, TRACY, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCMAHON, ALYSSA, YVONNE | I | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | NA | |
| MCMAHON, ALYSSA, YVONNE | I | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | NA | |
| MCMAHON, ALYSSA, YVONNE | I | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | NA | |
| MCMAHON, ALYSSA, YVONNE | I | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | NA | |
| MCMAHON, ALYSSA, YVONNE | I | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | NA | |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| SCHATZKI, DEBRA, LYNN | I | MANAGING MEMBER | E | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
| FLANAGAN, LAURA, LEE | I | CCO | B | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (5)
CO FL NJ NY TX
Address
25 MOUNTAINVIEW BLVD.,SUITE 202A
BASKING RIDGE, NJ 07920
United States
Phone: (908) 442-7750