BGM Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
BGM Wealth Partners reports 213 clients. They include 137 high-net-worth individuals and 76 individual clients. Of its assets, 97.7% ($506M across 827 accounts) are managed with discretion; $12M across 62 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 36% | 9% |
| High-net-worth individuals | 64% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 76 | $44.9M | 8.7% | $591K |
| High-net-worth individuals | 137 | $473M | 91.3% | $3.45M |
| Total | 213 | $517M | 100% | $2.43M |
- Clients
- 76
- Regulatory AUM
- $44.9M
- AUM share
- 8.7%
- Avg. per client
- $591K
- Clients
- 137
- Regulatory AUM
- $473M
- AUM share
- 91.3%
- Avg. per client
- $3.45M
Total
- Clients
- 213
- Regulatory AUM
- $517M
- AUM share
- 100%
- Avg. per client
- $2.43M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
BGM Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
BGM Holdings, LLC owns 75% or more of BGM Wealth Partners. The leadership team of BGM Wealth Partners includes President Jon Meyer. It has 8 employees, 5 of them in advisory roles.
Leadership
Jon MeyerBoardmember, President
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 soliciting firms
- Owns 75% or more of BGM Wealth Partners, LLC
BGM Holdings, LLC
Control person · since October 1996
Jon Meyer
Member · since October 2018
BGM Wealth Partners’ regulatory assets grew from $390M (December 2020) to $517M (January 2026); clients rose from 169 to 213 and employees from 5 to 8. In 2013, TruNorth joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $517M | 213 | 8 | 1 |
| January 2025 | $433M | 200 | 8 | 1 |
| March 2024 | $487M | 191 | 8 | 1 |
| March 2023 | $453M | 199 | 6 | 1 |
| June 2022 | $484M | 294 | 6 | 1 |
| December 2020 | $390M | 169 | 5 | 1 |
Firms that joined
20131 joined
- TruNorthNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, BGM Wealth Partners has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 7900 International Drive, Suite 800, BloomingtonHQ
Other business names
BGM Wealth Partners has reported 1 other business name to the SEC.
- BGM Wealth Management
Contact and registration details
- Legal name
- BGM Wealth Partners, LLC
- Headquarters
- 7900 International Drive, Suite 800, Bloomington, MN 55425
- Website
- bgm360.com
- Phone
- 952-844-2500
- SEC file
- 801-53285
- Structure
- Minnesota LLC
- Fiscal year end
- December
BGM Wealth Partners uses Charles Schwab ($7.79M) as custodian for its separately managed accounts. BGM Wealth Partners has custody of $28.3M in client assets for 11 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $7.79M100%
At year end, BGM Wealth Partners’ separately managed accounts were mostly in stocks (98%).
What the accounts hold
- Stocks98%
- Cash2%
How many clients does BGM Wealth Partners have?
BGM Wealth Partners has 213 clients and manages $517 million for them, as of January 2026. They include 137 high-net-worth individuals and 76 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 January 2026
What services does BGM Wealth Partners offer?
BGM Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does BGM Wealth Partners use?
BGM Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $7.79M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 January 2026
How many financial advisors does BGM Wealth Partners have?
BGM Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BGM Wealth Partners invest in?
At the end of its last fiscal year, BGM Wealth Partners’ separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BGM Wealth Partners?
BGM Wealth Partners’ direct owner is BGM Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 January 2026
How does BGM Wealth Partners get paid?
BGM Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BGM Wealth Partners registered with the SEC?
Yes, BGM Wealth Partners has been registered with the SEC as an investment adviser since 18 November 1996. Its CRD number is 110483 and its SEC file number is 801-53285.
Source: Form ADV Part 1A, Item 1, filed 19 January 2026; IAPD firm record
How do I contact BGM Wealth Partners?
BGM Wealth Partners’ main office is at 7900 International Drive, Suite 800, Bloomington, MN 55425. Its phone number is 952-844-2500. Its website is bgm360.com.