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BPP WEALTH SOLUTIONS, LLC
CRD 166962 · SEC 801-77658
25 MOUNTAINVIEW BLVD.,, SUITE 202A, BASKING RIDGE, NJ, 07920, United States
Phone
(908) 442-7750
Fax
908-277-0173
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$247.3M
Discretionary AUM
$247.3M
Team
6 total employees; 4 advisory reps; 17 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $14.3M |
| High net worth individuals | 72 | $233.0M |
States served
CA, CO, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD