Bpp Wealth Solutions, Llc
- Regulatory AUM
- $247M
- Discretionary
- $247M
- Clients
- 113
- Avg AUM / client
- $2.2M
- Accounts
- 459
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $14.3M | 5.78% |
| High net worth individuals | 72 | $233M | 94.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Debra Lynn Schatzki | Managing Member | CFP | Feb 2013 (14y) | 75% or more |
| Flanagan, Laura, Lee | General Counsel | Mar 2021 (5y) | Less than 5% | |
| Jaffe, Allison, Gail | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Mcmahon, Alyssa, Yvonne | Director Of Financial Planning/Managing Director | Mar 2024 (2y) | Less than 5% | |
| Kelly Lynne Pearce | Registered representative | Mar 2023 (3y) | ||
| Linda Rosa Kalata | Registered representative | Sep 2025 (1y) |
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) | 03/09/2026 | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $220M (89% of AUM) Mar 2026
- Pershing $6.1M (10% of AUM) Oct 2020
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: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗