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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 101 clients, or 50.5 clients per representative. That equates to $620.0K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full BBK Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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
SMA allocation detail is available
BBK Wealth LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.