Bgm Wealth Partners, Llc
- Regulatory AUM
- $517M
- Discretionary
- $506M
- Clients
- 213
- Avg AUM / client
- $2.4M
- Accounts
- 889
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 76 | $44.9M | 8.68% |
| High net worth individuals | 137 | $473M | 91.3% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Thomas Meyer | Boardmember, President | CFP | Jun 1999 (27y) | Less than 5% |
| Katherine Anne Frazier | Cco | CFP | Jan 2018 (9y) | Less than 5% |
| Daniel Alphonse Boeckermann | Registered representative | Mar 1998 (28y) | ||
| William Matthew Friederichs | Registered representative | CFP | Feb 2019 (7y) | |
| Spencer William Davies | Registered representative | CFP | Oct 2023 (3y) | |
| Jacob Michael Thibault | Registered representative | CFP | Aug 2025 (1y) | |
| Ross Daniel Gobel | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bgm Holdings, Llc | Member | Oct 1996 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/19/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $7.8M (2% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 19, 2026.
View current Form ADV (SEC/IAPD) ↗