BPP WEALTH SOLUTIONS, LLC
Adviser information for BPP WEALTH SOLUTIONS, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 351 | $187.3M |
| Non-Discretionary | 0 | $0 |
| Total | 351 | $187.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $6.5M |
| HNW Individuals | 66 | $180.8M |
| 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 | 16 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
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 AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-77658 |
|---|---|
| SEC ERA File Number | 801-77658 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166962 |
| Legal Entity Identifier | None |
Principal Office
25 MOUNTAINVIEW BLVD.,SUITE 202A
BASKING RIDGE
NJ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (908) 442-7750, Fax: 908-277-0173
Chief Compliance Officer
ALLISON JAFFE
25 MOUNTAINVIEW BLVD.,
SUITE 202A
BASKING RIDGE
NJ
United States
Tel:
(908) 442-7750
Fax:
908-277-0173
A*****@************M
(Full email address available in API data)
Regulatory Contact
DEBRA L. SCHATZKI
MANAGING MEMBER
25 MOUNTAINVIEW BLVD.,
SUITE 202A
BASKING RIDGE
NJ
United States
Tel:
(908) 442-7750
Fax:
908-277-0173
D********@************M
(Full email address available in API data)
Industry Affiliates
| BPP RISK SOLUTIONS, INC. | Insurance company or agency |
| LAURA L. FLANAGAN | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHATZKI, DEBRA, LYNN | Individual | – | MANAGING MEMBER | 02/2013 | > 75% |
| JAFFE, ALLISON, GAIL | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
| FLANAGAN, LAURA, LEE | Individual | – | GENERAL COUNSEL | 03/2021 | < 5% |
| MCMAHON, ALYSSA, YVONNE | Individual | – | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | 03/2024 | < 5% |