# BMO Wealth Management

BMO Wealth Management is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** 1 First Canadian Place 41st Floor, Chicago, ON, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** uswealth.bmo.com
- **LinkedIn:** https://www.linkedin.com/company/bmowealthmanagement-us

## Regulatory record

- **CRD number:** 106466
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106466

## About

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.

## Sectors

- Financial Services

## 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.

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

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