Bpp Wealth Solutions, LLC
Bpp Wealth Solutions, LLC is an SEC-registered wealth manager in Basking Ridge, NJ with $247.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Bpp Wealth Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166962, SEC 801-77658, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $247.3M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Basking Ridge, NJ
- Employees
- 6
- Clients
- 113
- CRD
- 166962
- Ownership
- FLANAGAN, LAURA, LEE; GOLDENBERG, TRACY, ANNE; CROSTA, LISA, ANNE; SCHATZKI, DEBRA, LYNN; JAFFE, ALLISON, GAIL
How much AUM does Bpp Wealth Solutions, LLC have?
Bpp Wealth Solutions, LLC reported $247.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Bpp Wealth Solutions, LLC?
Disclosed owners and executives of Bpp Wealth Solutions, LLC include FLANAGAN, LAURA, LEE, GOLDENBERG, TRACY, ANNE, CROSTA, LISA, ANNE, SCHATZKI, DEBRA, LYNN, JAFFE, ALLISON, GAIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.