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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-20-2020
- Office Locations
- 2
Office Locations
About BBK Wealth LLC
BBK Wealth is an Indiana-based fiduciary RIA led by CFP professionals providing comprehensive financial planning and personalized investment management focused on aligning goals and values. The firm emphasizes client education, transparency, and risk management, with portfolios implemented primarily using ETFs and planning support for retirement, tax, estate, and insurance needs; custody includes Charles Schwab.
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Custodian
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Investment Vehicles
Platform
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Owner & Executives
TYLER EDWARD SMITH
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5549158
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRANDON WAYNE GREGG
Financial Advisor
- CRD
- #6388715
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,617,747 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,617,747 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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