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BPS WEALTH ADVISORS, INC.
CRD 106249 · SEC 801-37961
3701 BOARDMAN - CANFIELD RD., SUITE 1, CANFIELD, OH, 44406, United States
Phone
330-758-0575
Fax
330-758-8375
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 395 | $98.6M |
| High net worth individuals | 148 | $321.3M |
| Pension/profit sharing plans | 184 | $653.5M |
| Charitable organizations | 8 | $1.2M |
| Corporations/business entities | 10 | $8.1M |
States served
GA, OH, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD