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BPP Wealth Solutions, LLC

BPP Wealth Solutions, LLC. CRD 166962

B

CRD: 166962

BPP Wealth Solutions, LLC

Basking Ridge, NJ, 07920
9084427750
www.bppwealth.com
$247.3M Total AUM
$247.3M Disc. AUM
18.3% 3Y CAGR
6 Employees
130 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail
Platforms
WaveTimber
Established Date
02-25-2013
Office Locations
3

Office Locations

25 Mountainview Blvd., Suite 202a Basking Ridge NJ
-- Boca Raton FL
-- Denville NJ

About BPP Wealth Solutions, LLC

BPP Wealth Solutions, LLC is an RIA delivering a Security Income Plan for individual investors and families, pairing investment advice with insurance and estate planning. The firm emphasizes retirement-income and Social Security planning, supported by client education resources. Portfolios focus on asset allocation and risk management, often implemented with ETFs and mutual funds; custodied at Schwab and Pershing.

Team overview

42 AVG AGE
$61.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Focus Crest element Timber

Custodian

Unison Signal capital Value horizon

Investment Themes

Meridian Quantum Pathway legacy Harbor

Investment Vehicles

Beacon vital Delta vertex

Platform

Horizon

Services

Optima vector Pathway foundation Alpha Crest peak Eagle Summit capital

Technology

Ember glacier Vital

Owner & Executives

DEBRA LYNN SCHATZKI

DEBRA LYNN SCHATZKI

Founder, Managing Member

CRD
#1025388
Ownership
75% or more
(832) 472-2437
wave.delta@elementcapital.com
in linkedin.com/in/insight-optima
L

LAURA LEE FLANAGAN

Chief Compliance Officer, General Counsel

CRD
--
Ownership
Less than 5%
(441) 699-3310
vector.radial@legacycapital.com
in linkedin.com/in/delta-pathway
F

Frontier optima

Eagle ember catalyst

CRD
#84740
Ownership
33.6%
(620) 406-6376
catalyst.delta@insightcapital.com
in linkedin.com/in/focus-momentum

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Contacts

LINDA ROSA KALATA

LINDA ROSA KALATA

Senior Vice President of Operations

CRD
#1613918
(409) 926-6813
legacy.ember@beaconcapital.com
in linkedin.com/in/catalyst-harbor
K

Kelly Lynne Pearce

--

CRD
#7306507
(958) 643-5805
vertex.catalyst@meridiancapital.com
in linkedin.com/in/capital-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-14-2022
03-16-2023
08-19-2024
10-16-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $247,268,792 $538,712
Non-Discretionary $0 --
Total $247,268,792 $538,712

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Separately Managed Accounts

Total SMA Asset: $247,268,792

$247.3M Total SMA
Equity - Exchange:
5.3%
Public Funds:
9.8%
Corporate - Investment Grade:
10.5%
Cash:
28.5%
Municipal Bonds:
14.8%
Private Funds:
23.4%
U.S. Government/Agency:
7.7%
Asset class Assets Assets %
Equity - Exchange $409,431,484 5.3%
Public Funds $757,061,990 9.8%
Corporate - Investment Grade $811,137,846 10.5%
Cash $2,201,659,869 28.5%
Municipal Bonds $1,143,318,107 14.8%
Private Funds $1,807,678,629 23.4%
U.S. Government/Agency $594,834,422 7.7%
Total $7,725,122,347 100.0%

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