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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon focusInsight +more
- Established Date
- 01-01-2023
- Office Locations
- 2
Office Locations
About BPM Wealth Advisors, LLC
BPM is a tax, advisory, and accounting firm that also provides wealth management for individuals (including physicians and dentists) and supports family offices, entrepreneurs, startups, and PE/VC and public companies. Its BPM Wealth Advisors RIA delivers integrated planning and portfolio construction alongside tax and advisory work, with client assets typically custodied at Charles Schwab and Fidelity/NFS. BPM is a Certified B Corp.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Blase P Dillingham
Secretary
- CRD
- --
- Ownership
- Less than 5%
CARL ANTHONY SORBORO
President
- CRD
- #1127291
- Ownership
- Less than 5%
Unison oak
North vital
- CRD
- #41745
- Ownership
- 16.7%
Showing 2 of 4 owners & executives
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Zach Driscoll
--
- CRD
- #8098534
SERGIO FERNANDEZ
--
- CRD
- #5069631
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,325,995 | $2,096,297 |
| Non-Discretionary | $0 | -- |
| Total | $268,325,995 | $2,096,297 |
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Separately Managed Accounts
Total SMA Asset: $268,325,995
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $188,860,719 | 10.4% |
| U.S. Government/Agency | $475,783,735 | 26.2% |
| Equity - Exchange | $388,617,249 | 21.4% |
| Cash | $225,180,088 | 12.4% |
| Municipal Bonds | $537,526,663 | 29.6% |
| Total | $1,815,968,454 | 100.0% |