Bpm Wealth Advisors, Llc
- Regulatory AUM
- $268M
- Discretionary
- $268M
- Clients
- 59
- Avg AUM / client
- $4.5M
- Accounts
- 128
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $7.9M | 2.95% |
| High net worth individuals | 33 | $46.4M | 17.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $190M | 70.8% |
| Charitable organizations | Fewer than 5 clients | $558K | 0.21% |
| Corporations and other businesses | Fewer than 5 clients | $23.3M | 8.69% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dillingham, Blase, P | Secretary | Jan 2023 (4y) | Less than 5% | |
| Sorboro, Carl, Anthony | President | Jan 2023 (4y) | Less than 5% | |
| Wallace, James, Kenneth | Ceo | Jan 2023 (4y) | Less than 5% | |
| Michael Dwaine Watson | Director/Chief Compliance Officer | CFP | Mar 2023 (3y) | Less than 5% |
| Sergio Fernandez | Registered representative | CFP | Jun 2023 (3y) | |
| Zach Driscoll | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bpm, Llp | Sole Member | Jan 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $184M (68% of AUM) Jan 2026
- Charles Schwab & Co. $81.5M (30% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗