SAN FRANCISCO, CACRD 325909Latest ADV January 28, 2026
Bpm Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated January 28, 2026, reports $268M in regulatory assets under management, 6 employees, 15 offices, and 128 accounts.
Assets Under Management
$268M
Employees
6
Offices
15 offices
Total Clients
59
Primary office
SAN FRANCISCO, CA
ONE CALIFORNIA STREET, SUITE 2500, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
33
2
Individuals
44.1%
26
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$268Mas of January 28, 2026
Discretionary100.0%
$268M
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.
Total AUM$268M
Total Accounts128
10Y AUM Change+$268M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change+3 (+100.0%)
* 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.