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BMO Wealth Management
BMO Wealth Management was established in 1997 as the wealth management arm of BMO Nesbitt Burns. The platform serves individuals, trusts, entities and...
BMO Wealth Management
BMO Wealth Management was established in 1997 as the wealth management arm of BMO Nesbitt Burns. The platform serves individuals, trusts, entities and retirement accounts through standard advisory and investment management services. The firm allocates across private equity, venture strategies, buyouts, distressed debt, secondaries and growth equity. Geographic reach centers on North America with additional exposure to other developed markets. No specific portfolio companies or co-investors appear in available records. Employee count and office footprint beyond the Chicago headquarters remain undisclosed. No philanthropic vehicles, operating businesses or club memberships are noted in the source data. No operational events from the last 24 months are recorded. The structure sits inside a bank-owned broker-dealer, which shapes mandate selection and product access differently from independent registered investment advisors.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
1 First Canadian Place 41st Floor, Chicago, ON, United States
Sector focus
Frequently asked questions
Who runs investment decisions at BMO Wealth Management?
No named CIO or investment committee members are disclosed in the available record.
Does BMO Wealth Management participate in fund commitments or only direct deals?
The firm lists both fund-of-funds and direct strategies among its approaches, but no specific commitments are published.
What investment stages does BMO Wealth Management typically target?
Listed strategies include early-stage seed, start-up, expansion, late-stage, growth and buyout.
Where does the underlying wealth come from?
No wealth-origin details are provided for the client base or parent entity in the source material.
Is BMO Wealth Management structured as a single family office or does it operate more like a venture firm?
It functions as the wealth management division of a bank-owned broker-dealer serving multiple client types.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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