Bps Wealth Advisors, Inc.
● SEC registered since 1991CRD 106249SEC# 801-37961Canfield, OH
Reg. AUM
$1.08B
Employees
5
Accounts
1,099
Location
Canfield, OH
Bps Wealth Advisors, Inc. assets under management
Bps Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Canfield, OH. The firm has been registered since 1991. It reports $1.1 billion in regulatory assets under management and employs 5 people.
Bps Wealth Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Alan Walker Control | Chief Compliance Officer | 25-50% | 2013 |
| James Rafoth Control | President | 25-50% | 2013 |
| Robert L Smallwood Control | Treasurer | 25-50% | 2013 |
Frequently asked questions
How much does Bps Wealth Advisors, Inc. manage?
Bps Wealth Advisors, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Bps Wealth Advisors, Inc. have?
Bps Wealth Advisors, Inc. reports 5 employees.
Where is Bps Wealth Advisors, Inc. located?
Bps Wealth Advisors, Inc. is based in Canfield, OH and has been SEC-registered since 1991.
Does Bps Wealth Advisors, Inc. disclose fund performance?
Bps Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3701 Boardman - Canfield Rd., Suite 1, Canfield, OH 44406 |
| Phone | 330-758-0575 |
| Fax | 330-758-8375 |
| Office hours | 8:15a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $0Non-discretionary $1.08B