BBK Wealth LLC

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Client assets under management

$62,617,747

Clients

34% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$666,146

About

BBK Wealth LLC provides portfolio management and financial planning to individuals, small businesses, and high‑net‑worth clients, preparing individualized Investment Policy Statements and delivering ongoing account monitoring. The firm also offers cryptoasset planning and investment services and conducts educational seminars and paid speaking engagements for groups and organizations.

BBK typically implements portfolios using ETFs and other common instruments, applying a blend of fundamental, quantitative, technical, and modern portfolio theory analyses and managing accounts on a long‑term, discretionary basis when authorized. It tailors allocations and client‑imposed restrictions to individual goals and relies on a designated institutional custodian for trade execution and custody.

Distinctive features include a formal program of seminars and speaking engagements and an explicit cryptoasset planning and investment capability, with associated fees billed separately from standard advisory agreements. The firm operates with a small advisory team managing roughly $62 million for under 100 client accounts, combining conventional portfolio management with advisor‑led public education and specialized cryptoasset services.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Annuities

Fee options

Fixed

Financial planning fixed fees range from $100 to $25,000; advisory consulting fixed fees range from $1,000 to $2,000 (negotiable); educational seminar fees range from free to $2,000 per seminar or up to $140 per participant; speaking engagement fees range from free to $5,000 plus travel expenses.

Percentage

1.50% annually

Project-based

$425 per hour

Main office location

BBK Wealth LLC

14074 Trade Center Drive, Suite 240

Fishers IN 46038, United States

Number of offices

Most active in

Indiana

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (317) 207 - 0730

Advisors at this firm

Brandon G

CFP®, Series 66

Fishers, IN

BBK Wealth LLC

Brandon Gregg is a Certified Financial Planner® with 11 years of industry experience. He is currently a principal at BBK Wealth LLC, where he has worked since 2021, and has also been associated with Fifth Third Securities since 2015. Outside of his advisory work, he holds a one-third ownership in Property Genesis LLC. BBK Wealth LLC provides advisory services to individuals, small businesses, and high-net-worth clients, specializing in discretionary portfolio management, financial planning, and advisory consulting. The firm offers tailored investment strategies with an emphasis on ETF-based allocations and includes dedicated cryptoasset planning and management alongside traditional wealth management.

Annuities

Tyler S

CFP®

Fishers, IN

BBK Wealth LLC

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA in “the valley” and later in the finger lakes region where his parents still live. Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie, have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

General estate planning guidance Family Business Business ownership considerations Founder/Business Owner Baby Boomers (Born 1946-1964) Parents

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