BPP Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, family office services, insurance, and philanthropic planning. Financial planning was provided to 101–250 clients last fiscal year.
BPP Wealth Solutions reports 113 clients. They include 72 high-net-worth individuals and 41 individual clients. Of its assets, 100.0% ($247M across 459 accounts) are managed with discretion. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 36% | 6% |
| High-net-worth individuals | 64% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $14.3M | 5.8% | $349K |
| High-net-worth individuals | 72 | $233M | 94.2% | $3.24M |
| Total | 113 | $247M | 100% | $2.19M |
- Clients
- 41
- Regulatory AUM
- $14.3M
- AUM share
- 5.8%
- Avg. per client
- $349K
- Clients
- 72
- Regulatory AUM
- $233M
- AUM share
- 94.2%
- Avg. per client
- $3.24M
Total
- Clients
- 113
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- $2.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
BPP Wealth Solutions charges 0.75%–1.55% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family office services
- Bookkeeping and bill-pay family office services are billed at a fixed $60 per hour, payable after services are rendered.
- Financial planning
- Stand-alone financial planning is a negotiable fixed fee of $3,000 to $20,000, depending on scope and complexity.
Debra Schatzki owns 75% or more of BPP Wealth Solutions. The leadership team of BPP Wealth Solutions includes Chief Compliance Officer Allison Jaffe. It has 6 employees, 4 of them in advisory roles.
Leadership
Allison JaffeChief Compliance Officer
Laura FlanaganGeneral Counsel- Alyssa McMahonDirector of Financial Planning/Managing Director
- Debra SchatzkiManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of BPP Wealth Solutions, LLC
Debra Schatzki
Control person · since February 2013
BPP Wealth Solutions’ regulatory assets grew 2.4× from $104M (March 2021) to $247M (March 2026); clients rose from 75 to 113 and employees fell from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $247M | 113 | 6 | 1 |
| March 2025 | $228M | 95 | 5 | 1 |
| March 2024 | $187M | 95 | 5 | 2 |
| March 2023 | $152M | 93 | 5 | 2 |
| March 2022 | $167M | 81 | 5 | 2 |
| March 2021 | $104M | 75 | 8 | 2 |
Besides its headquarters, BPP Wealth Solutions has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 25 Mountainview BLVD.,, Suite 202a, Basking RidgeHQ
Contact and registration details
- Legal name
- BPP Wealth Solutions, LLC
- Headquarters
- 25 Mountainview BLVD.,, Suite 202a, Basking Ridge, NJ 07920
- Website
- Not reported
- Phone
- 908-442-7750
- SEC file
- 801-77658
- Founded
- 2013
- Structure
- Delaware LLC
- Fiscal year end
- December
BPP Wealth Solutions uses Charles Schwab ($220M) as custodian for its separately managed accounts. BPP Wealth Solutions has custody of $247M in client assets for 113 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $220M100%
At year end, BPP Wealth Solutions’ separately managed accounts were mostly in stocks (68%) and bonds (15%).
What the accounts hold
- Stocks68%
- Funds10%
- Registered funds9%
- Pooled vehicles1%
- Bonds15%
- Investment grade corporate bonds8%
- State and local bonds6%
- U.S. government and agency bonds1%
- Cash7%
How many clients does BPP Wealth Solutions have?
BPP Wealth Solutions has 113 clients and manages $247 million for them, as of March 2026. They include 72 high-net-worth individuals and 41 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does BPP Wealth Solutions offer?
BPP Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, family office services, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BPP Wealth Solutions charge?
BPP Wealth Solutions charges 0.75%–1.55% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: BPP PART 2A - DISCLOSURE BROCHURE, filed 9 March 2026
Which custodians does BPP Wealth Solutions use?
BPP Wealth Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $220M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does BPP Wealth Solutions have?
BPP Wealth Solutions has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BPP Wealth Solutions invest in?
At the end of its last fiscal year, BPP Wealth Solutions’ separately managed accounts held 68% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 8% investment grade corporate bonds, 7% cash and equivalents, 6% state and local bonds, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BPP Wealth Solutions?
BPP Wealth Solutions’ direct owner is Debra Schatzki (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does BPP Wealth Solutions get paid?
BPP Wealth Solutions is paid through a percentage of assets under management 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
How do I contact BPP Wealth Solutions?
BPP Wealth Solutions’ main office is at 25 Mountainview BLVD.,, Suite 202a, Basking Ridge, NJ 07920. Its phone number is 908-442-7750.