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BPS WEALTH ADVISORS, INC.

CANFIELD, OH · CRD 106249 · IAPD ↗ · bpswealthgroup.com · 330-758-0575

$1.08BRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
May 2026 — BPS WEALTH ADVISORS, INC. changed its website from beardpension.com to bpswealthgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2026 — BEARD INVESTMENT SERVICES, INC. is now doing business as BPS WEALTH ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — BPS WEALTH ADVISORS, INC. now reports custody of client assets ($135.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2026 — BPS WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($859.7M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — BEARD INVESTMENT SERVICES, INC. crossed $500M in regulatory AUM ($455.5M -> $859.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2024 — BEARD INVESTMENT SERVICES, INC. reported RAUM up 40% ($324.7M -> $455.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.