Overview
Assets Under Management: $156 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 2
Average Client Assets: $52 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.25
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 1,940
Discretionary Accounts: 1,940
Regulatory Filings
CRD Number: 169997
Filing ID: 2007576
Last Filing Date: 2025-08-29 13:26:00
Website: https://bpwealthteam.com