← Back to search
BWB ADVISORY GROUP
BWB ADVISORY GROUP, LLC
CRD 328208
529 BOLL WEEVIL CIRCLE, ENTERPRISE, AL, 36330, United States
Phone
334-347-9509
Fax
334-393-2194
Registration
— (—)
Source
State registered
Total AUM
$13.8M
Discretionary AUM
$13.8M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $495K |
| High net worth individuals | 3 | $13.3M |
Official SEC filing: View on IAPD