← Tributary

BGM WEALTH MANAGEMENT

BLOOMINGTON, MN · CRD 110483 · IAPD ↗ · 952-844-2500

$517.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — BGM WEALTH MANAGEMENT crossed $500M in regulatory AUM ($433.3M -> $517.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2024 — BGM WEALTH PARTNERS is now doing business as BGM WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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