{"url":"https://nivawealth.com/firms/bgm-wealth-partners-110483","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110483","regulatoryAum":517482644,"crd":"110483","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2803677","suffix":null,"lastName":"BOECKERMANN","firstName":"DANIEL","middleName":"ALPHONSE"},{"crd":"6730966","suffix":null,"lastName":"Davies","firstName":"Spencer","middleName":"William"},{"crd":"6411558","suffix":null,"lastName":"FRAZIER","firstName":"KATHERINE","middleName":"ANNE"},{"crd":"1977953","suffix":null,"lastName":"FRIEDERICHS","firstName":"WILLIAM","middleName":"MATTHEW"},{"crd":"7617115","suffix":null,"lastName":"Gobel","firstName":"Ross","middleName":"Daniel"},{"crd":"2405548","suffix":null,"lastName":"MEYER","firstName":"JON","middleName":"THOMAS"},{"crd":"7579753","suffix":null,"lastName":"Thibault","firstName":"Jacob","middleName":"Michael"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2020-12-10","regulatoryAum":390008404,"clients":169,"employees":5,"offices":1},{"filedOn":"2022-06-27","regulatoryAum":483706800,"clients":294,"employees":6,"offices":1},{"filedOn":"2023-03-08","regulatoryAum":453489876,"clients":199,"employees":6,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":487380008,"clients":191,"employees":8,"offices":1},{"filedOn":"2025-01-14","regulatoryAum":433347404,"clients":200,"employees":8,"offices":1},{"filedOn":"2026-01-19","regulatoryAum":517482644,"clients":213,"employees":8,"offices":1}],"acquisitions":[{"date":"2013-12-11","datePrecision":"day","name":"TruNorth","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://www.privatebankerinternational.com/?p=15557"}],"secFileNumber":"801-53285","legalName":"BGM Wealth Partners, LLC","displayName":"BGM Wealth Partners","slug":"bgm-wealth-partners-110483","website":"https://bgm360.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7900 International Drive, Suite 800","city":"Bloomington","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55425"},"tradeNames":["BGM Wealth Management"],"registration":{"secApproved":"18 November 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Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":7788980}],"custodyNote":"BGM Wealth Partners has custody of $28.3M in client assets for 11 clients.","leadership":[{"name":"Jon Meyer","title":"Boardmember, President","crd":"2405548"},{"name":"Katherine Frazier","title":"CCO","crd":"6411558"}],"ownership":[{"label":"BGM Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since October 1996."},{"label":"Jon Meyer","detail":"Indirect owner: member of BGM Holdings, LLC, since October 2018.","parent":"BGM Holdings, LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"7900 International Drive, Suite 800","city":"Bloomington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does BGM Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BGM Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does BGM Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BGM Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BGM Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BGM Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BGM Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is BGM Wealth Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact BGM Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}