BPP WEALTH SOLUTIONS, LLC

25 Mountainview Blvd.,
Suite 202a
Basking Ridge, New Jersey 07920
Tel: (908) 442-7750

About BPP WEALTH SOLUTIONS, LLC

BPP WEALTH SOLUTIONS, LLC, formally registered with the SEC as BPP WEALTH SOLUTIONS, LLC. The firm was established in 02/25/2013. They have over 1 offices throughout the country.

BPP WEALTH SOLUTIONS, LLC is a Basking Ridge, New Jersey based Financial Planning firm with nearly $187,327,082 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166962
SEC#	801-77658
Assets Managed by Firm	$187,327,082
No. of Clients	351
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	351	$187,327,082
Individuals (other than high net worth individuals)	29	$6,511,375
High net worth individuals	66	$180,815,707

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