LP Profile

BGM Wealth Partners

Also known as bgm wealth

Wealth ManagerBloomington, United StatesFounded 1982

Bloomington

Headquarters

Investment Focus

About BGM Wealth Partners

Unlock your financial potential with BGM – a trusted advisor for business solutions and personal wealth planning. Experience the impact of our full suite of services tailored to ensure your future success.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to BGM Wealth Partners from SEC and IRS filings.

SEC Form ADV

Likely match

Reported AUM: $517.5M
Total Clients: 889
Filing Date: January 19, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is BGM Wealth Partners?

BGM Wealth Partners is a wealth manager based in Bloomington, United States.

Where is BGM Wealth Partners headquartered?

BGM Wealth Partners is headquartered in Bloomington, United States.

When was BGM Wealth Partners founded?

BGM Wealth Partners was founded in 1982.

How can I contact BGM Wealth Partners?

Verified contact details, key decision-makers, and investment preferences for BGM Wealth Partners are available on LPbacked. Create a free account to access them.