BCS Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$469,674,455
This total excludes 11 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
213
55% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
53
Average account size
$2,205,044
About
BCS Private Wealth Management serves individuals (including high-net-worth clients), corporations and other business entities, and also accepts investments from pooled investment vehicles. The firm provides discretionary investment management, financial planning, and divorce mediation services, and acts as adviser to privately offered pooled vehicles (BCS Family Fund I and II).
The firm manages roughly $470 million in discretionary assets for about 213 client accounts and delivers tailored portfolios using equities, fixed income, exchange-traded funds and mutual funds, with ongoing monitoring and implementation coordination with clients’ other professionals. BCS employs multiple methods of analysis (charting, fundamental and technical) and may, in limited circumstances where deemed beneficial, engage in more active trading.
Distinctive aspects include its role as a private fund adviser under common control with the funds’ general partner—a relationship the firm discloses and manages through fund offering documents and audited financial statements used to meet custody-related requirements. In addition, certain firm personnel are licensed insurance producers who may recommend insurance or annuity products for separate compensation, and the firm offers ancillary services such as divorce mediation and limited notary services.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Equity compensation tax strategy
Cash flow / budgeting
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Insurance and annuity products sold by licensed personnel generate commissions; advisory fees are charged separately and not offset.
Financial planning services fee ranging from $0 to $25,000 depending on complexity.
Main office location
BCS Private Wealth Management
47 West River Road, Suite B
Rumson NJ 07760, United States
Number of offices
2
Most active in
BCS Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Maryland · New Hampshire · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")