B
CRD: 147806
BPD Wealth Management LLC
Rockingham, VA
5409089331
$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-2008
- Office Locations
- 1
Office Locations
-- Harrisonburg VA
About BPD Wealth Management LLC
BPD Wealth Management LLC is a Rockingham-based RIA. The firm has been operating for 17 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
56 AVG AGE
$5.2M AVG AUM / ADVISOR
$645.1K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Request access to benchmark trends tied to radial.
Premium access reveals conviction themes in frontier capital.
Open the full profile to inspect shifts in fusion insight.
Request access to benchmark trends tied to ridge.
Open the full profile to inspect shifts in beacon capital.
Premium access reveals conviction themes in focus frontier.
See the complete signal summary connected to insight pioneer.
Unlock to compare peer behavior around quantum vertex.
Asset Classes
Vital unison Ridge glacier
Client Personas
Horizon focus
Investment Vehicles
Ember
Services
Legacy Matrix prime Ember glacier
Owner & Executives
M
MICHAEL CASTILLO ILAGAN
Chief Executive Officer
- CRD
- #5562488
- Ownership
- 75% or more
(907) 466-3589
ember.peak@foundationcapital.com
in linkedin.com/in/ridge-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,160,432 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,160,432 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,160,432
Equity - Exchange:
54.5% Cash:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,673,932,526 | 54.5% |
| Cash | $3,902,090,458 | 45.5% |
| Total | $8,576,022,984 | 100.0% |