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BEDROCK INVESTMENT ADVISORS
BWM ADVISORY LLC
CRD 173131 · SEC 801-108290
7621 E. GRAY RD. SUITE C., SCOTTSDALE, AZ, 85260, United States
Phone
800-779-4183
Fax
800-779-4183
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$49.8M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $7.7M |
| High net worth individuals | 138 | $42.1M |
All web addresses on file
Official SEC filing: View on IAPD