RIA Intel›Advisers›Virginia›BPD WEALTH MANAGEMENT LLC

BPD WEALTH MANAGEMENT LLC

Advisory

VA

Data as of Jul 24, 2025 · Source: SEC Form ADV

Average account

$645K

across 8 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

8 clients

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

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Advisers of similar size in VA

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

DREAM FINANCIAL PLANNING LLC

$5M

PURPOSE DRIVEN WEALTH ADVISORS LLC

$5M

FRY'S PATH CAPITAL, LLC

CHARLOTTESVILLE, VA

$5M

BE WATER INVESTMENTS LLC

$5M

WEST POTOMAC CAPITAL LLC

$5M

EMERALD INVESTMENTS, INC.

$5M

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