Bmms Wealth Advisory LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Bellevue, Washington
CRD number
309479
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Brendan McAuliffe

    Brendan McAuliffe

    PartnerCRD 6801973

  • Nathan Unger

    Nathan Unger

    Investment Advisor RepresentativeCRD 7862422

  • Mollie Snorsky

    Mollie Snorsky

    PartnerCRD 7258143

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth