Bmms Wealth Advisory LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 309479
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Bmms Wealth Advisory LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is structured with an individual owner and is identified as a capital allocator — its primary advisory activity is the selection of other advisers rather than acting as a direct manager of public securities. The firm reports an atypical fee arrangement categorized as "Other" and does not position itself as an active ESG investor. It is not registered as a multistate adviser, is not listed as a pension consultant, and is not identified as a related adviser. FINTRX also records an industry affiliation with an accountant.
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 4
Brendan McAuliffe
PartnerCRD 6801973

Nathan Unger
Investment Advisor RepresentativeCRD 7862422

Mollie Snorsky
PartnerCRD 7258143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10655 Ne 4th St
- Time zone
- PT (UTC-8)
- Office locations
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