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BPM WEALTH ADVISORS, LLC

SAN FRANCISCO, CA · CRD 325909 · IAPD ↗ · bpm.com · 415-421-5757

$268.3MRegulatory AUM
3Advisory reps
6Employees
875Clients
More than 500Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — BPM WEALTH ADVISORS, LLC notice-filed in ME, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2026 — BPM WEALTH ADVISORS, LLC added office(s): 7 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2026 — BPM WEALTH ADVISORS, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
February 2026 — BPM WEALTH ADVISORS, LLC reported RAUM up 438% ($49.9M -> $268.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — BPM WEALTH ADVISORS, LLC notice-filed in GA, ID, LA, MA, MD, MN, NC, NE, NH, NJ, PA, SD, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — BPM WEALTH ADVISORS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — BPM WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2025 — BPM WEALTH ADVISORS, LLC reported RAUM up 41% ($35.3M -> $49.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
February 2024 — BPM WEALTH ADVISORS, LLC notice-filed in KS, OH, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2024 — BPM WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — BPM WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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