BPD Wealth Management LLC

BPD Wealth Management provides discretionary portfolio management primarily for individual clients and also offers limited financial planning and consulting on securities and non‑securities matters, with planning billed hourly (up to $150, negotiable). The firm’s brochure indicates it serves a range of client types including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, and it does not state a formal account minimum while reserving the right to terminate accounts deemed too small to manage.

The firm describes a multi‑disciplinary investment approach that includes fundamental, technical, charting and cyclical analysis, and it may implement both long‑ and short‑term trades — including short sales — when pursuing client objectives. It primarily recommends equity securities, investment company securities, exchange traded funds and government securities, generally managing client accounts on a discretionary basis and noting that tax efficiency is not a primary focus unless agreed in writing.

What is distinctive about the firm is that the principal remains an active emergency physician and spends approximately half of professional time practicing medicine, and the brochure reports about $4.56 million in discretionary assets as of December 31, 2022, reflecting a relatively small, boutique scale. The brochure also discloses operational features — such as household account aggregation for fee calculation, the use of block trades, and the possibility of relatively active trading — that may set it apart from peers that emphasize more passive, buy‑and‑hold strategies.