AdvisorCensus / Financial advisors / California / San Francisco / BPM Wealth Advisors, LLC
BPM Wealth Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.
Quick answers
From the filingHow is BPM Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), BPM Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is BPM Wealth Advisors, LLC located?
BPM Wealth Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV; the February 2026 filing also lists 15 other offices (Schedule D, Section 1.F).
Is BPM Wealth Advisors, LLC registered with the SEC or a state?
BPM Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325909.
How much does BPM Wealth Advisors, LLC manage?
BPM Wealth Advisors, LLC reports $268,325,995 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).
How have BPM Wealth Advisors, LLC's assets and staff changed since 2023?
In the Form ADV data for BPM Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2023 data and $268,325,995 in the October 2026 data. Total employees: 3 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does BPM Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (26).
Which custodians does BPM Wealth Advisors, LLC use?
BPM Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does BPM Wealth Advisors, LLC 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/325909
Does BPM Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 28, 2026 says: "A minimum of $500,000 in investable assets is generally required to establish a relationship with us; however, that minimum may be waived at our discretion."
What changed in BPM Wealth Advisors, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $49,911,683 to $268,325,995 (+438%). Employees performing advisory functions went from 2 to 3. Changed its office addresses in Long Beach, CA. Changed its office addresses in Santa Monica, CA. Added an office in Bellevue, WA. Added an office in Cottonwood Heights, UT. Added an office in Eugene, OR. Added an office in Fairfiled, CA. Added an office in Helena, CA. Added an office in Irvine, CA. Added an office in San Diego, CA. Added an office in Seattle, WA. Registered or notice-filed in ME, WI. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
A minimum of $500,000 in investable assets is generally required to establish a relationship with us; however, that minimum may be waived at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated January 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$268,325,995 as of October 2026, filing dated January 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
15 other offices, as of the February 2026 filing
- States registered or notice-filed
-
30 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $268,325,995 | 6 | January 28, 2026 |
| October 2025 | $49,911,683 | 3 | March 19, 2025 |
| October 2024 | $35,279,603 | 3 | January 23, 2024 |
| October 2023 | $0 | 3 | September 12, 2023 |
Regulatory assets under management: $0 in the October 2023 data and $268,325,995 in the October 2026 data.
Total employees: 3 in October 2023 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $49,911,683 to $268,325,995 (+438%).
- Employees performing advisory functions went from 2 to 3.
- Changed its office addresses in Long Beach, CA.
- Changed its office addresses in Santa Monica, CA.
- Added an office in Bellevue, WA.
- Added an office in Cottonwood Heights, UT.
- Added an office in Eugene, OR.
- Added an office in Fairfiled, CA.
- Added an office in Helena, CA.
- Added an office in Irvine, CA.
- Added an office in San Diego, CA.
- Added an office in Seattle, WA.
- Registered or notice-filed in ME, WI.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in ME.
- December 2025
- Registered or notice-filed in GA, ID, LA, MA, MD, MN, NC, NE, NH, NJ, PA, SD, TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BPM Wealth Advisors, LLC (CRD 325909): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909