BPP WEALTH SOLUTIONS, LLC

BASKING RIDGE, New Jersey·4 registered advisors·CRD# 166962

SEC# 801-776580(908) 442-7750

01

Firm Overview

AUM

$187M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BPP WEALTH SOLUTIONS, LLC

4 registered advisors

Alyssa Yvonne Mcmahon

BASKING RIDGE, New Jersey

Debra Lynn Schatzki

BASKING RIDGE, New Jersey

Lisa Anne Crosta

BASKING RIDGE, New Jersey

Tracy Anne Goldenberg

NEW YORK, New York

05

Office Locations

BASKING RIDGE, New Jersey

NEW YORK, New York

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Data sourced from SEC Form ADV filings. BPP WEALTH SOLUTIONS, LLC (CRD# 166962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.