Data / Investment advisers / California / BPM Wealth Advisors, LLC
BPM Wealth Advisors, LLC, San Francisco, CA: $268 million AUM, SEC registered investment adviser
BPM Wealth Advisors, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $268 million in regulatory assets under management in its Form ADV filed January 28, 2026. Its clients include pension and profit sharing plans, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 325909
- SEC file number
- 801-128253
- SEC status
- Approved, effective June 30, 2023
- Main office
- One California Street, Suite 2500, San Francisco, CA 94111
- Phone
- (415) 421-5757
- Website
- bpm.com
- Regulatory AUM
- $268,325,995 in the Form ADV filed January 28, 2026
- Discretionary AUM
- $268,325,995
- Accounts
- 128
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 15
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 28, 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 |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $190.1 million |
| High net worth individuals | 33 | $46.4 million |
| Corporations or other businesses | Fewer than 5 | $23.3 million |
| Individuals (other than high net worth individuals) | 26 | $7.9 million |
| Charitable organizations | Fewer than 5 | $558,156 |
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 |
|---|---|---|
| February 2, 2026 | $268.3 million | January 28, 2026 |
| December 1, 2025 | $49.9 million | September 12, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vila, LLC | San Francisco | $286.5 million | 2 | adviserinfo.sec.gov |
| Benningfield Financial Advisors, LLC | San Francisco | $284.3 million | Not listed | adviserinfo.sec.gov |
| Fathom Point Capital LLC | San Francisco | $280 million | 2 | adviserinfo.sec.gov |
| Kurv Investment Management LLC | San Francisco | $279.2 million | Not listed | adviserinfo.sec.gov |
| Karl Kapital | San Francisco | $268.4 million | 3 | adviserinfo.sec.gov |
| Toronado Partners LLC | San Francisco | $253.7 million | 1 | adviserinfo.sec.gov |
| Amara Financial, LLC | San Francisco | $250.5 million | Not listed | adviserinfo.sec.gov |
| Blueline Capital | San Francisco | $240.4 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- BPM Wealth Advisors, LLC 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.