Bgm Wealth Partners, LLC
● SEC registered since 1996CRD 110483SEC# 801-53285Bloomington, MN
Reg. AUM
$517.5M
Employees
8
Accounts
889
Location
Bloomington, MN
Bgm Wealth Partners, LLC assets under management
Bgm Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Bloomington, MN. The firm has been registered since 1996. It reports $517.5 million in regulatory assets under management and employs 8 people.
Bgm Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bgm Holdings, LLC Control | Member | Over 75% | 1996 |
| Jon Thomas Meyer | Boardmember, President | Under 5% | 1999 |
| Katherine Anne Frazier Control | Cco | Under 5% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bgm Wealth Partners, LLC manage?
Bgm Wealth Partners, LLC reports $517.5 million in regulatory assets under management on its Form ADV.
How many employees does Bgm Wealth Partners, LLC have?
Bgm Wealth Partners, LLC reports 8 employees.
Where is Bgm Wealth Partners, LLC located?
Bgm Wealth Partners, LLC is based in Bloomington, MN and has been SEC-registered since 1996.
Does Bgm Wealth Partners, LLC disclose fund performance?
Bgm Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7900 International Drive, Suite 800, Bloomington, MN 55425 |
| Phone | 952-844-2500 |
| Fax | 952-844-2525 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$517.5M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$517.5Mregulatory AUM
Discretionary $505.5MNon-discretionary $12M