BPM WEALTH ADVISORS, LLC
CRD #325909 SEC #801-128253 SAN FRANCISCO, CA 415-421-5757
SEC Registered
Total AUM
$49.9M
Discretionary
$49.9M
Employees
3
Clients
101
Accounts
83
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $49.9M | $49.9M | $0 | 3 | 0 |
| Mar 2025 | $49.9M | $49.9M | $0 | 3 | 0 |
| Jan 2025 | $49.9M | $49.9M | $0 | 3 | 0 |
| Jan 2025 | $49.9M | $49.9M | $0 | 3 | 0 |
| Oct 2024 | $35.3M | $35.3M | $0 | 3 | 0 |
| Jan 2024 | $35.3M | $35.3M | $0 | 3 | 0 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Nov 2023 | $0 | $0 | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0