BASKING RIDGE, NJCRD 166962Latest ADV March 9, 2026
Bpp Wealth Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Basking Ridge, NJ. Its latest Form ADV filing, dated March 9, 2026, reports $247M in regulatory assets under management, 6 employees, and 459 accounts.
Assets Under Management
$247M
Employees
6
Offices
--
Total Clients
113
Primary office
BASKING RIDGE, NJ
25 MOUNTAINVIEW BLVD., SUITE 202A, BASKING RIDGE, NJ, United States
Top client segmentHNWI represent 63.7% of total clients.
Top client categories% of clientsClients
1
HNWI
63.7%
72
2
Individuals
36.3%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 9, 2026
Discretionary100.0%
$247M
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$247M
Total Accounts459
10Y AUM Change+$196M (+382.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee19:1
10Y Employee Change+1 (+20.0%)
* 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.