A complete list of active advisors currently associated with BBK Wealth LLC

Warmer can help you find a great advisor at BBK Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BBK Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brandon Gregg	Fishers, IN	11
Tyler Smith	Fishers, IN	17

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