BBS Wealth Management, LLC
Firm details
- Headquarters
- Methuen, Massachusetts
- CRD number
- 312283
- Fee structure
- Other
Firm profile
FINTRXOverview
BBS Wealth Management, LLC is organized as a limited liability company and is classified in the record as an institutional registered investment adviser with an individual owner. The firm's profile indicates it is not a capital allocator and does not identify as an active ESG investor. FINTRX notes its fee structure as "Other" and does not list any pension consulting, related-adviser relationships, or multi-state adviser status. The entry also identifies an industry affiliation with accounting professionals. The database does not show an SEC registration year.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Gregory Brown
Business Development ManagerCRD 7329731
Jennifer Duemling
PayrollCRD 7329732
Brown Patrick
MemberCRD 7329734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Methuen, MA
Essex
Location
Methuen, MA
Headquartered in Methuen, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 302 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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