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BWM PLANNING LLC

Advisory

N·HOUSTON, TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$465M

1-Year AUM Growth

+39.5%

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$465M

Discretionary AUM$401M

Non-Discretionary AUM$65M

Discretionary %86.1%

Total Clients66

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record13

First FilingMar 29, 2023

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 3+ 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 BWM PLANNING LLC

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