Bgm Wealth Management
Bgm Wealth Management is an SEC-registered wealth manager in Bloomington, MN with $517.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Bgm Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110483, SEC 801-53285, data through 2026-01-19.
- AUM (assets under management / regulatory AUM)
- $517.5M (2026-01-19)
- Firm type
- Wealth Manager
- Location
- Bloomington, MN
- Employees
- 8
- Clients
- 213
- CRD
- 110483
- Ownership
- BGM HOLDINGS, LLC; GRAFSTROM, JAMES, ALLEN; MEYER, JON, THOMAS; BOECKERMANN, DANIEL, ALPHONSE; MAYER, BRADLEY, EUGENE
How much AUM does Bgm Wealth Management have?
Bgm Wealth Management reported $517.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-19).
Who owns Bgm Wealth Management?
Disclosed owners and executives of Bgm Wealth Management include BGM HOLDINGS, LLC, GRAFSTROM, JAMES, ALLEN, MEYER, JON, THOMAS, BOECKERMANN, DANIEL, ALPHONSE, MAYER, BRADLEY, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.