# BGM Wealth Management

> BGM Wealth Management is an SEC-registered investment advisory firm in Bloomington, MN, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 110483
- Filed as: BGM WEALTH MANAGEMENT
- Legal name: BGM Wealth Partners, LLC
- Also doing business as: BGM WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110483
- AdvisorCensus page: https://advisorcensus.com/firm/bgm-wealth-management-bloomington-mn-110483

## Quick answers

**How is BGM Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), BGM Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is BGM Wealth Management located?**
BGM Wealth Management's principal office is in Bloomington, MN, according to its Form ADV.

**Is BGM Wealth Management registered with the SEC or a state?**
BGM Wealth Management is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 110483.

**How much does BGM Wealth Management manage?**
BGM Wealth Management reports $517,482,644 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (98% discretionary).

**How have BGM Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for BGM Wealth Management: Regulatory assets under management: $390,008,404 in the October 2021 data and $517,482,644 in the October 2026 data, up 33%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BGM Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (137); individuals (other than high net worth individuals) (76).

**Which custodians does BGM Wealth Management use?**
BGM Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does BGM Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110483

**What changed in BGM Wealth Management's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $433,347,404 to $517,482,644 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $517,482,644
- Discretionary: $505,521,227
- Non-discretionary: $11,961,417

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $44,899,008 |
| High net worth individuals | 137 | $472,583,636 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1996 (29 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bgm360.com
- LinkedIn @bgm360
- X @JONBGM
- YouTube @BGMWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,008,404 | 5 | December 10, 2020 |
| October 2022 | $483,706,800 | 6 | June 27, 2022 |
| October 2023 | $453,489,876 | 6 | March 8, 2023 |
| October 2024 | $487,380,008 | 8 | March 26, 2024 |
| October 2025 | $433,347,404 | 8 | January 14, 2025 |
| October 2026 | $517,482,644 | 8 | January 19, 2026 |

Regulatory assets under management: $390,008,404 in the October 2021 data and $517,482,644 in the October 2026 data, up 33%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $433,347,404 to $517,482,644 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BGM Wealth Management (CRD 110483): Form ADV filing data as of October 2026.