RIA Intel›Advisers›Indiana›BCGM WEALTH MANAGEMENT, LLC

BCGM WEALTH MANAGEMENT, LLC

Advisory

N·LAFAYETTE, IN

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM

$541M

1-Year AUM Growth

+26.1%

3-Year CAGR

+16.1%

Employees

8

Assets Under Management

Total AUM$541M

Discretionary AUM$516M

Non-Discretionary AUM$25M

Discretionary %95.3%

Total Clients796

Team

Total Employees8

Investment Advisers10

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record27

First FilingNov 26, 2019

Latest FilingFeb 25, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BCGM WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.