A complete list of active advisors currently associated with BMMS Wealth Advisory LLC
Warmer can help you find a great advisor at BMMS Wealth Advisory LLC or one who fits your needs even better.
BMMS Wealth Advisory LLC serves a small client base—four advisers work with about 22 clients—by referring those clients to unaffiliated third‑party wealth managers for ongoing portfolio management. The firm does not manage or custody client assets itself and does not bill clients directly for investment management services; clients contract and pay the selected third‑party managers. BMMS conducts due diligence on potential managers (reviewing experience, track record, systems, fees, regulatory history, and conflicts) and maintains written referral agreements with several wealth managers, including nationally recognized firms. The firm assists with onboarding and will periodically review client satisfaction, but it does not provide portfolio management, ongoing monitoring, reporting, or proxy‑voting services for client accounts. BMMS is affiliated with an in‑house CPA firm, BMMS Partners LLC, and its investment adviser representatives are also CPAs; the brochure notes that the majority of BMMS Wealth clients are also clients of the related CPA practice, a feature the firm discloses as a material conflict of interest. The firm’s referral‑only model—rather than directly charging percentage‑of‑AUM fees or managing client portfolios—is atypical among comparable team firms and means its business is centered on matching clients with third‑party managers rather than providing in‑house investment management.
To learn more about the advisors currently working at BMMS Wealth Advisory 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 |
|---|---|---|
Bellevue, WA
| 5
| |
Bellevue, WA
| 7
| |
Bellevue, WA
| 5
| |
Bellevue, WA
| 1
|
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