BLOOMINGTON, MNCRD 110483Latest ADV January 19, 2026
Bgm Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated January 19, 2026, reports $517M in regulatory assets under management, 8 employees, and 889 accounts.
Assets Under Management
$517M
Employees
8
Offices
--
Total Clients
213
Primary office
BLOOMINGTON, MN
7900 INTERNATIONAL DRIVE, SUITE 800, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.3% of total clients.
Top client categories% of clientsClients
1
HNWI
64.3%
137
2
Individuals
35.7%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$517Mas of January 19, 2026
Discretionary97.7%
$506M
98% of total RAUM97.7%
Non-discretionary2.3%
$12M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$517M
Total Accounts889
10Y AUM Change+$195M (+60.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee27:1
10Y Employee Change+2 (+33.3%)
* 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.