BPD Wealth Management LLC

Overview

BPD Wealth Management LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs an equity-first strategy: roughly 94% of reported assets are held in exchange-traded equities, and the firm's stated preference is equities. Fee arrangements combine a percentage of assets under management with hourly charges, which supports both ongoing portfolio oversight and episodic planning work for smaller or ad hoc clients. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. With an owner-type of Individual and a client base concentrated on individual and family relationships, the practice appears to emphasize personalized portfolio construction and reporting rather than institutional or large-family office scale platform services.

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Public Holdings

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Location & Offices