| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Gail Jaffe Control | Chief Compliance Officer | Under 5% | 2021 |
| Alyssa Yvonne McMahon | Director Of Financial Planning/Managing Director | Under 5% | 2024 |
| Debra Lynn Schatzki Control | Managing Member | Over 75% | 2013 |
Bpp Wealth Solutions, LLC reports $228.3 million in regulatory assets under management on its Form ADV.
Bpp Wealth Solutions, LLC reports 5 employees.
Bpp Wealth Solutions, LLC is based in Basking Ridge, NJ and has been SEC-registered since 2013.
Bpp Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 25 Mountainview Blvd.,, Suite 202a, Basking Ridge, NJ 07920 |
| Phone | (908) 442-7750 |
| Fax | 908-277-0173 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $228.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $228.3M |