# BBS Wealth Management, LLC

> BBS Wealth Management, LLC is a state-registered investment advisory firm in Methuen, MA, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated August 21, 2023.

- CRD: 312283
- Filed as: BBS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Methuen, MA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312283
- AdvisorCensus page: https://advisorcensus.com/firm/bbs-wealth-management-llc-methuen-ma-312283

## Quick answers

**How is BBS Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BBS Wealth Management, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BBS Wealth Management, LLC located?**
BBS Wealth Management, LLC's principal office is in Methuen, MA, according to its Form ADV.

**Is BBS Wealth Management, LLC registered with the SEC or a state?**
BBS Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312283.

**Does BBS Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312283

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BBS Wealth Management, LLC (CRD 312283): Form ADV filing data as of October 2026.