Data / Investment advisers / New Jersey / BCS Private Wealth Management
BCS Private Wealth Management, Rumson, NJ: $470 million AUM, SEC registered investment adviser
BCS Private Wealth Management is an SEC registered investment adviser with its main office in Rumson, New Jersey and reports $470 million in regulatory assets under management in its Form ADV filed February 12, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management and hourly charges. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 174761
- SEC file number
- 801-89173
- SEC status
- Approved, effective April 15, 2015
- Legal name
- Bernard Caroli Wealth Management Inc.
- Main office
- 47 West River Road Suite B, Rumson, NJ 07760
- Phone
- (732) 291-7272
- Website
- bc-wm.com
- Regulatory AUM
- $469,674,455 in the Form ADV filed February 12, 2026
- Discretionary AUM
- $469,674,455
- Accounts
- 580
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $17,923,017
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 118 | $387.9 million |
| Individuals (other than high net worth individuals) | 95 | $34.6 million |
| Pooled investment vehicles | 2 | $17.9 million |
| Corporations or other businesses | 7 | $15.5 million |
| Charitable organizations | 2 | $13.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $469.7 million | February 12, 2026 |
| December 1, 2025 | $405.9 million | March 19, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Scientech Research LLC | Jersey City | $498.8 million | 1 | adviserinfo.sec.gov |
| Cherrydale Wealth Management, LLC | Montclair | $495.5 million | Not listed | adviserinfo.sec.gov |
| Manteio Capital LLC | Jersey City | $492.7 million | 3 | adviserinfo.sec.gov |
| Cypress Financial Planning | Haddon Heights | $490.4 million | Not listed | adviserinfo.sec.gov |
| Asset Advisory Group, Inc. | Kinnelon | $479.5 million | Not listed | adviserinfo.sec.gov |
| Saiph Capital, LLC | Wyckoff | $459.4 million | Not listed | adviserinfo.sec.gov |
| Worth Venture Partners, LLC | Fort Lee | $456.1 million | 10 | adviserinfo.sec.gov |
| Mullooly Asset Management, Inc. | Wall Township | $455.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- BCS Private Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.