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BCS PRIVATE WEALTH MANAGEMENT

RUMSON, NJ · CRD 174761 · IAPD ↗ · bc-wm.com · 732-291-7272

$469.7MRegulatory AUM
4Advisory reps
6Employees
1Clients
0Planning clients
2Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — BCS PRIVATE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2024 — BCS PRIVATE WEALTH MANAGEMENT reported RAUM up 38% ($245.8M -> $339.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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