LOS ANGELES, CACRD 118410Latest ADV March 29, 2026
Bmb Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 29, 2026, reports $656M in regulatory assets under management, 3 employees, and 71 accounts.
Assets Under Management
$656M
Employees
3
Offices
--
Total Clients
34
Primary office
LOS ANGELES, CA
11100 SANTA MONICA BLVD., SUITE 750, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.2% of total clients.
Top client categories% of clientsClients
1
HNWI
88.2%
30
2
Pension Plans
5.9%
2
3
Charitable
5.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$656Mas of March 29, 2026
Discretionary100.0%
$656M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$656M
Total Accounts71
10Y AUM Change+$334M (+103.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
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.