Bcs Private Wealth Management
Bcs Private Wealth Management is an SEC-registered wealth manager in Rumson, NJ with $469.7M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Bcs Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174761, SEC 801-89173, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $469.7M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Rumson, NJ
- Employees
- 6
- Clients
- 224
- CRD
- 174761
- Ownership
- SCHIFF, DAVID, BAKER; CUMMINGS, CRAIG, DAVID; BERNARD, CHRISTOPHER, PAUL; CAROLI, JOHN, ARTHUR
How much AUM does Bcs Private Wealth Management have?
Bcs Private Wealth Management reported $469.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Bcs Private Wealth Management?
Disclosed owners and executives of Bcs Private Wealth Management include SCHIFF, DAVID, BAKER, CUMMINGS, CRAIG, DAVID, BERNARD, CHRISTOPHER, PAUL, CAROLI, JOHN, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.