RIA Intel›Advisers›Pennsylvania›BDB WEALTH ADVISORS LLC

BDB WEALTH ADVISORS LLC

Advisory

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

Rank in PA

#1,484

of 1,528 advisers by AUM

Average account

$49K

across 25 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$23K

Discretionary %98.1%

Total Clients9

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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RODINO WEALTH MANAGEMENT LLC

$1M

GUARDIAN SOLUTIONS LLC

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CONTRAFACTUM RESEARCH & MANAGEMENT LLC

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