# BBS Wealth Management, LLC

BBS Wealth Management, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 312283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312283

## About

BBS Wealth Management, LLC is a state-registered investment adviser based in Methuen, MA. It has one office and two associated persons: one employee and one investment adviser.

## Questions

### Does BBS Wealth Management participate in fund commitments or only direct deals?

Public records suggest the firm participates in both fund commitments and direct co-investments, offering families access to a range of strategies including private equity funds and direct portfolio company investments.

## Related profiles

- [Greenvale Capital LP](https://altss.com/profile/greenvale-capital-lp)
- [The Baldwin Group Wealth Advisors](https://altss.com/profile/the-baldwin-group-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:12.183Z

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