BGM Wealth Partners

Trust Score 95%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


BGM Wealth Partners, federally registered in 1996, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. BGM Wealth Partners manages $408.0 million and provides investment advisory services for 170 clients (1:85 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $2,399,802
Hybrid Advisor No
Disciplinary History No
Total AUM $408.0 million
Advisor / Client Ratio 1:85
Headquarters Bloomington, MN
SEC Filings Forms and Brochures    (CRD # 110483)
State(s) Registered FL, MN, TX

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