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BMB ADVISERS LLC

LOS ANGELES, CA · CRD 118410 · IAPD ↗ · 310-734-1234

$655.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BMB ADVISERS LLC reported RAUM up 25% ($523.1M -> $655.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — BMB ADVISERS LLC crossed $500M in regulatory AUM ($457.1M -> $523.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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