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BOUVEL INVESTMENT PARTNERS, LLC

PHOENIXVILLE, PA · CRD 108436 · IAPD ↗ · bouvel.com · 610-933-3300

$374.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — BOUVEL INVESTMENT PARTNERS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — BOUVEL INVESTMENT PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — BOUVEL INVESTMENT PARTNERS, LLC reported RAUM up 30% ($205.8M -> $267.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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