BPM WEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	OCTOBER
Legal Location	California, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	58	$35.3M
Non-Discretionary	0	$0
Total	58	$35.3M

Clients

Type	Number	RAUM
Individuals	13	$2.3M
HNW Individuals	16	$32.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-128253
SEC ERA File Number	801-128253
SEC CIK Numbers	None
SEC CRD Numbers	325909
Legal Entity Identifier	None

Principal Office

ONE CALIFORNIA STREET, SUITE 2500
SAN FRANCISCO
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic