# BGM Wealth Partners

BGM Wealth Partners is a Bank / Wealth / Trust based in Bloomington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bloomington, United States
- **Region:** North America
- **Founded:** 1982
- **Assets under management:** 469 (Altss estimate)
- **Website:** bgmwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bgm360

## Regulatory record

- **CRD number:** 110483
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-19T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110483

## About

BGM Wealth Partners was established in 1982 as a US wealth manager and registered investment advisor. It focuses on advisory services for high-net-worth clients including individuals, families, trusts, estates, entrepreneurs, and corporate executives. The firm offers financial planning, tax planning, and portfolio management. No specific asset-class allocations, named portfolio holdings, co-investors, or geographic deployment details beyond its US base appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates as a conventional RIA without disclosed hybrid structures, club memberships, or succession details that differentiate it from peer advisory practices.

## Questions

### Who runs investment decisions at BGM Wealth Partners?

No named principals or investment committee members are disclosed in public records or the firm website.

### Does BGM Wealth Partners participate in fund commitments or only direct deals?

Available information shows only advisory services. No fund commitments or direct deal activity is documented.

### What investment stages does BGM Wealth Partners typically target?

The firm provides portfolio management without disclosed stage preferences or private-market focus.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bgm-wealth-partners

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