{
  "crd_number": 325909,
  "slug": "bpm-wealth-advisors-llc-san-francisco-ca-325909",
  "primary_business_name": "BPM WEALTH ADVISORS, LLC",
  "legal_name": "BPM WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-01-28",
  "carried_forward": false,
  "raum_total": 268325995.0,
  "raum_discretionary": 268325995.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 558156.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 7909536.0,
      "count": 26
    },
    "pension_profit_sharing": {
      "raum": 190098362.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 46442940.0,
      "count": 33
    },
    "corporations_other_businesses": {
      "raum": 23317001.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "IL",
    "KS",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bpm.com",
    "https://youtube.com/@BPMWealthAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325909",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909",
  "display_name": "BPM Wealth Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. BPM Wealth Advisors, LLC (CRD 325909): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is BPM Wealth Advisors, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is BPM Wealth Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is BPM Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "BPM Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325909."
    },
    {
      "q": "How much does BPM Wealth Advisors, LLC manage?",
      "a": "BPM Wealth Advisors, LLC reports $268,325,995 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have BPM Wealth Advisors, LLC's assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does BPM Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (26)."
    },
    {
      "q": "Which custodians does BPM Wealth Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does BPM Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does BPM Wealth Advisors, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in BPM Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 35279603.0,
      "total_employees": 3,
      "filing_date": "2024-01-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 49911683.0,
      "total_employees": 3,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 268325995.0,
      "total_employees": 6,
      "filing_date": "2026-01-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ME."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in GA, ID, LA, MA, MD, MN, NC, NE, NH, NJ, PA, SD, TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 7909536.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 46442940.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 190098362.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 558156.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 23317001.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325909",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}