# BJO Wealth Management LLC.

> BJO Wealth Management LLC. is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 168824
- Filed as: BJO WEALTH MANAGEMENT LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168824
- AdvisorCensus page: https://advisorcensus.com/firm/bjo-wealth-management-llc-168824

## Quick answers

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

**Is BJO Wealth Management LLC. registered with the SEC or a state?**
BJO Wealth Management LLC. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168824.

**How much does BJO Wealth Management LLC. manage?**
BJO Wealth Management LLC. reports $27,000,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (85% discretionary).

**What types of clients does BJO Wealth Management LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60).

**Does BJO 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/168824

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $27,000,000
- Discretionary: $23,000,000
- Non-discretionary: $4,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 60 | $27,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bjowealthmanagement.com
- bjowm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BJO Wealth Management LLC. (CRD 168824): Form ADV filing data as of October 2026.