BGM WEALTH MANAGEMENT

Form ADV Part 2B MAY 2025 This Brochure Supplement provides information about our advisory staff and supplements the BGM Wealth Partners Brochure. If you have any questions or if you did not receive Form ADV 2A, please contact Katie Frazier at 952.844.2564. Additional information about BGM Wealth Partners, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. BGM WEALTH PARTNERS, LLC | 7900 INTERNATIONAL DRIVE, SUITE 800, BLOOMINGTON, MN 55425 | BGM360.COM  Members of our advisory team have attained financial and/or industry designations. This additional educational background and expertise adds value to our team and what we offer our clients. Each designation requires CERTIFIED FINANCIAL PLANNER® a unique concentration of study and may or may not have required testing or ongoing continuing education. The specific designations attained by members of our team are described below for your reference. CFP®—CERTIFIED FINANCIAL PLANNER® Issued By: Certified Financial Planner Board of Standards, Inc. Prerequisites/Experience Required: Candidate must (1) hold a bachelor’s degree (or higher) from an accredited college or university, and (2) have completed 6,000 hours of professional financial planning experience or 4,000 hours of apprenticeship experience under the direct Certified Financial Planner Board supervision on a CFP® professional. of Standards Center for Financial Educational Requirements: Candidate must complete a CFP Board- registered program or hold one of the following designations: ● Certified Public Accountant (CPA) Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) ● Chartered Financial Consultant® (ChFC®) in the United States to Certified Financial Planner Board of ● Chartered Life Underwriter® (CLU®) Standards, Inc., which authorizes ● Chartered Financial Analyst® (CFA®) individuals who successfully complete the organization’s ● Ph.D. in business or economics initial and ongoing certification ● Doctor of Business Administration requirements to use the certification marks. ● Attorney’s license Examination Type: CFP® Certification Examination. Continuing Education/Experience Requirements: 30 hours every two years. 2  CPA—Certified Public Accountant Issued By: American Institute of Certified Public Accountants and CERTIFIED PUBLIC ACCOUNTANT administered by the National Association of State Boards of Accountancy. Prerequisites/Experience Required: Eligibility to sit for the Uniform CPA Exam is determined by individual state boards of accountancy. Typically the requirement is a U.S. bachelor’s degree that includes a minimum number of qualifying credit hours in accounting and business administration with an additional one year of study. This requirement for five years of study is known as the “150-hour rule” and has been adopted by the majority of state boards. This requirement mandating 150 hours of study has been adopted by 45 states. PERSONAL FINANCIAL SPECIALIST Educational Requirements: This requirement for five years of study is known as the “150-hour rule” and has been adopted by all U.S. jurisdictions as the standard for CPA licensure. Examination Type: Proctored four-part examination. Continuing Education/Experience Requirements: Continuing education requirements are set forth by the state board of accountancy of the state(s) where a CPA license is held, and vary from state to state. The general requirement for Minnesota is 120 hours every three years, with a minimum of 20 hours per year, and at least 8 hours must focus on ethics-related education. PFS—Personal Financial Specialist Issued By: The American Institute of Certified Public Accountants. Prerequisites/Experience Required: Hold an unrevoked CPA certificate issued by a state authority and have at least two years of full-time business personal financial planning experience or 3,000 hours of equivalent experience (including up to 1,000 hours of tax compliance) within the five- year period preceding the date of the PFS application. Educational Requirements: Minimum of 75 hours of personal financial planning education within the five-year period preceding the date of the PFS application. Examination Type: Final certification examination. Continuing Education/Experience Requirements: 60 hours every three years related to the personal financial planning body of knowledge. FORM ADV BROCHURE | BGM WEALTH PARTNERS, LLC 3  Daniel A. Boeckermann 7900 International Drive, Suite 800, Bloomington, MN 55425 DANIEL A. BOECKERMANN Educational Background and Business Experience Daniel A. Boeckermann, born in 1949, completed the following formal education: ● Bachelor of Arts in accounting from Moorhead State University, Moorhead, MN Mr. Boeckermann attained the designation of CPA (Certified Public Accountant) in 1972, and the designation of PFS (Personal Financial Specialist) in 1987. Mr. Boeckermann’s experience includes the following current and prior employment development: ● Financial Advisor—BGM Wealth Partners, October 1996 to present This Brochure Supplement provides information about Daniel A. ● Principal—Boeckermann, Grafstrom, Mayer, April 1982 to present Boeckermann that supplements BGM ● Chairman of the Board—Cornerstone Private Asset Trust Company, Wealth Partners’ Brochure Form ADV January 2002 to present Part 2A. You should have received a copy of that Brochure. Please contact ● Chairman of the Board—EntreBank, March 2021 to present Katie Frazier at 952.844.2564 if you did ● Chairman of the Board—Venture Bank, November 2002 to not receive the Brochure or if you have September 2018 any questions about the contents of ● President—BGM Financial Resources, LLC, this supplement. February 2000 to September 2013 Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable. Other Business Activities & Additional Compensation No other information is applicable. Supervision Mr. Boeckermann is subject to BGM Wealth Partners’ written compliance and supervisory procedures and the related ongoing compliance monitoring and testing. Such procedures address, among other things, the provision of investment advice. Questions concerning Mr. Boeckermann’s advisory activities may be directed to Katie Frazier, Chief Compliance Officer, at 952.844.2564. 4  Jon T. Meyer 7900 International Drive, Suite 800, Bloomington, MN 55425 JON T. MEYER Educational Background and Business Experience Jon T. Meyer, born in 1970, completed the following formal education: ● Bachelor of Arts from University of Minnesota at Morris, Morris, MN Mr. Meyer attained the designation of CFP® (Certified Financial Planner®) professional in October 1998. Mr. Meyer’s experience includes the following current and prior employment development: ● Financial Advisor, President—BGM Wealth Partners, September 2022 to present ● COO—BGM Wealth Partners, June 1999 to September 2022 This Brochure Supplement provides ● Director—Cornerstone Private Asset Trust Company, information about Jon T. Meyer that January 2002 to February 2024 supplements BGM Wealth Partners’ Brochure Form ADV Part 2A. You should ● Insurance Agent—BGM Financial Resources, LLC, February 2000 to have received a copy of that Brochure. December 2013 Please contact Katie Frazier at ● Financial Planner—American Express Financial Advisors, 952.844.2564 if you did not receive the February 1994 to June 1999 Brochure or if you have any questions about the contents of this supplement. Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable. Other Business Activities & Additional Compensation No other information is applicable. Supervision Mr. Meyer is subject to BGM Wealth Partners’ written compliance and supervisory procedures and the related ongoing compliance monitoring and testing. Such procedures address, among other things, the provision of investment advice. Questions concerning Mr. Meyer’s advisory activities may be directed to Katie Frazier, Chief Compliance Officer, at 952.844.2564. FORM ADV BROCHURE | BGM WEALTH PARTNERS, LLC 5  Katie A. Frazier 7900 International Drive, Suite 800, Bloomington, MN 55425 KATIE A. FRAZIER Educational Background and Business Experience Katie Frazier, born in 1987, completed the following formal education: ● Bachelor of Science from University of Nebraska, Lincoln, NE, in 2009 Mrs. Frazier attained the designation of CFP® (Certified Financial Planner®) professional in 2018. Mrs. Frazier’s experience includes the following current and prior employment development: ● Financial Advisor, CCO, and COO—BGM Wealth Partners, October 2022 to present ● Financial Advisor, Director of Operations—BGM Wealth Partners, This Brochure Supplement provides November 2021 to September 2022 information about Katie Frazier that ● Associate Wealth Partner—BGM Wealth Partners, August 2017 to supplements BGM Wealth Partners’ October 2021 Brochure Form ADV Part 2A. You should have received a copy of that Brochure. ● Associate Wealth Manager—Everest Financial Group, November Please contact me at at 952.844.2564 2014 to August 2017 if you did not receive the Brochure or ● R&D Technician II—MOM Brands, January 2011 to October 2014 if you have any questions about the contents of this supplement. ● R&D Technician I—General Mills, April 2010 to October 2010 Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable. Other Business Activities & Additional Compensation No other information is applicable. Supervision Mrs. Frazier is subject to BGM Wealth Partners’ written compliance and supervisory procedures and the related ongoing compliance monitoring and testing. Such procedures address, among other things, the provision of investment advice. Questions concerning Mrs. Frazier’s advisory activities may be directed to Jon T. Meyer, President, at 952.844.2500. 6  BILL M. FRIEDERICHS Bill M. Friederichs 7900 International Drive, Suite 800, Bloomington, MN 55425 Educational Background and Business Experience Bill M. Friederichs, born in 1964, completed the following formal education: ● Bachelor of Science from Moorhead State University in 1986 Mr. Friederichs attained the designation of CFP® (Certified Financial Planner®) professional in 2015. Mr. Friederichs’ experience includes the following current and prior employment development: ● Financial Advisor—BGM Wealth Partners, November 2021 to present ● Associate Wealth Partner—BGM Wealth Partners, February 2019 to October 2021 This Brochure Supplement provides ● Divisional Vice President—Foresters Financial Services, Inc., information about Bill M. Friederichs February 2016 to December 2017 that supplements BGM Wealth Partners’ Brochure Form ADV Part 2A. You should ● Financial Advisor—Discovery Financial Centers, Inc., have received a copy of that Brochure. July 2009 to February 2016 Please contact Katie Frazier at 952.844.2564 if you did not receive the Brochure or if you have any questions Disciplinary Information Registered investment advisors are required to disclose all material facts about the contents of this supplement. regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable. Other Business Activities & Additional Compensation No other information is applicable. Supervision Mr. Friederichs is subject to BGM Wealth Partners’ written compliance and supervisory procedures and the related ongoing compliance monitoring and testing. Such procedures address, among other things, the provision of investment advice. Questions concerning Mr. Friederichs’ advisory activities may be directed to Katie Frazier, Chief Compliance Officer, at 952.844.2564. FORM ADV BROCHURE | BGM WEALTH PARTNERS, LLC 7  Spencer W. Davies 7900 International Drive, Suite 800, Bloomington, MN 55425 SPENCER W. DAVIES Educational Background and Business Experience Spencer W. Davies, born in 1997, completed the following formal education: ● Bachelor of Science from Minnesota, State University, Mankato, in 2020. Mr. Davies attained the designation of CFP® (Certified Financial Planner®) professional in 2022. Mr. Davies’ experience includes the following current and prior employment development: ● Financial Advisor—BGM Wealth Partners, October 2023 to present ● Paraplanner—BGM Wealth Partners, February 2022 to October 2023 This Brochure Supplement provides information about Spencer W. Davies that supplements BGM Wealth Partners’ Disciplinary Information Registered investment advisors are required to disclose all material facts Brochure Form ADV Part 2A. You should regarding any legal or disciplinary events that would be material to your have received a copy of that Brochure. evaluation of each supervised person providing investment advice. No Please contact Katie Frazier at information is applicable. 952.844.2564 if you did not receive the Brochure or if you have any questions about the contents of this supplement. Other Business Activities & Additional Compensation No other information is applicable. Supervision Mr. Davies is subject to BGM Wealth Partners’ written compliance and supervisory procedures and the related ongoing compliance monitoring and testing. Such procedures address, among other things, the provision of investment advice. Questions concerning Mr. Davies’ advisory activities may be directed to Katie Frazier, Chief Compliance Officer, at 952.844.2564. 8  JACOB M. THIBAULT Jacob M. Thibault 7900 International Drive, Suite 800, Bloomington, MN 55425 Educational Background and Business Experience Jacob M. Thibault, born in 2001, completed the following formal education: ● Bachelor of Arts from University St. Thomas in 2022. Mr. Thibault attained the designation of CFP® (Certified Financial Planner®) professional in 2025. Mr. Thibault’s experience includes the following current and prior employment development: ● Financial Advisor—BGM Wealth Partners, May 2025 to present ● Paraplanner—BGM Wealth Partners, Feb 2023 to May 2025 ● Equity Research Associate—Lake Street Capital Markets, June 2022 This Brochure Supplement provides to Feb 2023 information about Jacob M. Thibault that supplements BGM Wealth Partners’ Brochure Form ADV Part 2A. You should Disciplinary Information Registered investment advisors are required to disclose all material facts have received a copy of that Brochure. regarding any legal or disciplinary events that would be material to your Please contact Katie Frazier at 952.844.2564 if you did not receive the evaluation of each supervised person providing investment advice. No Brochure or if you have any questions information is applicable. about the contents of this supplement. Other Business Activities & Additional Compensation No other information is applicable. Supervision Mr. Thibault is subject to BGM Wealth Partners’ written compliance and supervisory procedures and the related ongoing compliance monitoring and testing. Such procedures address, among other things, the provision of investment advice. Questions concerning Mr. Thibault’s advisory activities may be directed to Katie Frazier, Chief Compliance Officer, at 952.844.2564. FORM ADV BROCHURE | BGM WEALTH PARTNERS, LLC 9  BGM WEALTH PARTNERS, LLC | 7900 INTERNATIONAL DRIVE, SUITE 800, BLOOMINGTON, MN 55425 | BGM360.COM