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Bgm Wealth Partners, LLC

● SEC registered since 1996CRD 110483SEC# 801-53285Bloomington, MN
Export (members)
Reg. AUM
$517.5M
Employees
8
Accounts
889
Location
Bloomington, MN

Bgm Wealth Partners, LLC assets under management

Bgm Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Bloomington, MN. The firm has been registered since 1996. It reports $517.5 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/bgm360View on SEC.gov ↗

Bgm Wealth Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Bgm Holdings, LLC ControlMemberOver 75%1996
Jon Thomas MeyerBoardmember, PresidentUnder 5%1999
Katherine Anne Frazier ControlCcoUnder 5%2022
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Frequently asked questions

How much does Bgm Wealth Partners, LLC manage?

Bgm Wealth Partners, LLC reports $517.5 million in regulatory assets under management on its Form ADV.

How many employees does Bgm Wealth Partners, LLC have?

Bgm Wealth Partners, LLC reports 8 employees.

Where is Bgm Wealth Partners, LLC located?

Bgm Wealth Partners, LLC is based in Bloomington, MN and has been SEC-registered since 1996.

Does Bgm Wealth Partners, LLC disclose fund performance?

Bgm Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7900 International Drive, Suite 800, Bloomington, MN 55425
Phone952-844-2500
Fax952-844-2525
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$505.5M
Non-discretionary$12M
Total (RAUM)$517.5M