A complete list of active advisors currently associated with BJO Wealth Management LLC
Warmer can help you find a great advisor at BJO Wealth Management LLC or one who fits your needs even better.
BJO Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, and corporations, managing roughly $26.5 million across about 60 client relationships. The firm generally does not serve non-high-net-worth individual clients, and tailors investment policy statements and asset allocations to each client’s objectives. Investment decisions are guided by diversification, risk analysis and a mix of fundamental, cyclical and technical analysis, with portfolios implemented through a combination of long-term and shorter-term strategies and periodic rebalancing. Accounts are reviewed at least quarterly and the firm may recommend individual equities, mutual funds, ETFs, fixed income, REITs and third-party managers as appropriate to client needs. Noteworthy operational details include a material tilt toward discretionary assets (approximately $23 million discretionary vs $4 million non-discretionary) and firm practices that may affect trade execution: the firm does not custody client assets, does not use soft-dollar arrangements, does not accept performance-based fees, and does not aggregate or block trades across multiple client accounts, while allowing clients to direct brokerage. These features can influence trade routing, execution cost opportunities, and the degree of centralized trade management relative to many peers.
To learn more about the advisors currently working at BJO Wealth Management 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 |
|---|---|---|
Arlington Hts., IL
| 25
| |
Arlington Heights, IL
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")