| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/09/1993 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 185,691,910 28% |
| of that, discretionary | 172,039,843 25% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,292,493 26% |
| % High Net Worth | 68.75% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BPM, LLC | Filing Date10/04/2025 | Form ADV-E View Report |
| Accounting Firm Name BPM LLP | Filing Date11/15/2024 | Form ADV-E View Report |
| Accounting Firm Name BPM LLP | Filing Date01/08/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$18,067 | % Position10.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker11135f101 | Stock NameBROADCOM INC | $ Position$16,744 | % Position10.00% | $ Change25.00% | # Change3.00% |
| Stck Ticker67066g104 | Stock NameNVIDIA CORP | $ Position$17,294 | % Position10.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker02079k107 | Stock NameALPHABET INC CLASS CLASS C | $ Position$11,519 | % Position7.00% | $ Change25.00% | # Change1.00% |
| Stck Ticker92840m102 | Stock NameVISTRA CORP | $ Position$7,803 | % Position5.00% | $ Change11.00% | # Change5.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$7,522 | % Position4.00% | $ Change18.00% | # Change3.00% |
| Stck Ticker02079k305 | Stock NameALPHABET INC CLASS A | $ Position$6,416 | % Position4.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker30233q108 | Stock NameEXXONMOBIL HLDGS CORP | $ Position$7,331 | % Position4.00% | $ Change | # Change |
| Stck Ticker532457108 | Stock NameELI LILLY AND CO | $ Position$5,114 | % Position3.00% | $ Change30.00% | # Change0.00% |
| Stck Ticker008474108 | Stock NameAGNICO EAGLE MINES LTD F | $ Position$4,756 | % Position3.00% | $ Change-19.00% | # Change6.00% |