Bg Wealth Advisory, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 2
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Emirates Retirement Savings Plan Emirates Usa | 2024 | |
| Traffic Management, Inc. 401(k) Plan Traffic Management Llc | 2024 | |
| Nisum Technologies, Inc. 401 K Plan Nisum Technologies, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barbara Ann Gulin | Registered representative | Apr 2018 (8y) | ||
| Michael Jon Byers | Registered representative | Nov 2025 (1y) |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Emirates Retirement Savings Plan | Emirates Usa | 302 | $48.1M | 01/01/2024 |
| Traffic Management, Inc. 401(k) Plan | Traffic Management Llc | 834 | $19.4M | 01/01/2024 |
| Nisum Technologies, Inc. 401 K Plan | Nisum Technologies, Inc. | 263 | $17.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.33 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
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗