Bps Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Canfield, OH. Its latest Form ADV filing, dated April 13, 2026, reports $1.1B in regulatory assets under management, 5 employees, and 1,099 accounts.
Assets Under Management
$1.1B
Employees
5
Offices
--
Total Clients
745
Primary office
CANFIELD, OH
3701 BOARDMAN - CANFIELD RD., SUITE 1, CANFIELD, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
395
2
Pension Plans
24.7%
184
3
HNWI
19.9%
148
4
Corporations
1.3%
10
5
Charitable
1.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,099
10Y AUM Change+$886M (+450.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee149:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.