# BPP Wealth Solutions

BPP Wealth Solutions is a Bank / Wealth / Trust based in Basking Ridge, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Basking Ridge, United States
- **Region:** North America
- **Address:** Basking Ridge, NJ, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** www.bppwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bpp-wealth-inc

## Regulatory record

- **CRD number:** 166962
- **SEC file number:** 801-77658
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166962

## About

BPP Wealth Solutions is an SEC-registered investment adviser in Basking Ridge, NJ, since 2013. The firm manages approximately $247 million in assets. It has 6 employees and 4 investment advisers.

## Questions

### Where is BPP Wealth Solutions located?

The firm is headquartered in Basking Ridge, New Jersey. It serves clients primarily in the New Jersey and greater New York metropolitan area.

## Related profiles

- [BPM Wealth Advisors](https://altss.com/profile/bpm-wealth-advisors)

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

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