Skip to main content

BGM WEALTH PARTNERS, LLC

Doing business as BGM WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$517,482,644
Discretionary
$505,521,227
Non-discretionary
$11,961,417

Firm details

CRD number
110483
SEC file number
801-53285
Main office
BLOOMINGTON, MN, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.