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BPP WEALTH SOLUTIONS, LLC

BASKING RIDGE, NJ · CRD 166962 · IAPD ↗ · (908) 442-7750

$247.3MRegulatory AUM
4Advisory reps
6Employees
17Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — BPP WEALTH SOLUTIONS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — BPP WEALTH SOLUTIONS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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