← Back to searchVisit website
BGM WEALTH MANAGEMENT
BGM WEALTH PARTNERS, LLC
CRD 110483 · SEC 801-53285
7900 INTERNATIONAL DRIVE, SUITE 800, BLOOMINGTON, MN, 55425, United States
Phone
952-844-2500
Fax
952-844-2525
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$517.5M
Discretionary AUM
$505.5M
Team
8 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $44.9M |
| High net worth individuals | 137 | $472.6M |
States served
CA, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD