Bpp Wealth Solutions, LLC
● SEC registered since 2013CRD 166962SEC# 801-77658Basking Ridge, NJ
Reg. AUM
$247.3M
Employees
6
Accounts
459
Location
Basking Ridge, NJ
Bpp Wealth Solutions, LLC assets under management
Bpp Wealth Solutions, LLC operates as an SEC-registered investment adviser based in Basking Ridge, NJ. The firm has been registered since 2013. It reports $247.3 million in regulatory assets under management and employs 6 people.
Bpp Wealth Solutions, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Gail Jaffe Control | Chief Compliance Officer | Under 5% | 2021 |
| Alyssa Yvonne McMahon | Director Of Financial Planning/Managing Director | Under 5% | 2024 |
| Debra Lynn Schatzki Control | Managing Member | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Bpp Wealth Solutions, LLC manage?
Bpp Wealth Solutions, LLC reports $247.3 million in regulatory assets under management on its Form ADV.
How many employees does Bpp Wealth Solutions, LLC have?
Bpp Wealth Solutions, LLC reports 6 employees.
Where is Bpp Wealth Solutions, LLC located?
Bpp Wealth Solutions, LLC is based in Basking Ridge, NJ and has been SEC-registered since 2013.
Does Bpp Wealth Solutions, LLC disclose fund performance?
Bpp Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25 Mountainview Blvd.,, Suite 202a, Basking Ridge, NJ 07920 |
| Phone | (908) 442-7750 |
| Fax | 908-277-0173 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$247.3Mregulatory AUM
Discretionary $247.3M