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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
About BDB Wealth Advisors LLC
BDB Wealth Advisors LLC is a Pennsylvania state-registered RIA serving individuals, families, and small business owners with goals-based financial planning and investment management. The firm builds risk-aligned portfolios for accumulation and retirement income, and coordinates tax and estate planning with clients’ CPAs and attorneys. It also offers risk/protection planning via insurance partners and supports clients through the Altruist platform.
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Investment Themes
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Owner & Executives
BRIAN KEITH BORDENKIRCHER
Chief Compliance Officer, Managing Partner
- CRD
- #6141334
- Ownership
- 50% but less than 75%
Danielle Renee Bordenkircher
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,120,249 | -- |
| Non-Discretionary | $19,542 | -- |
| Total | $1,139,791 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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