Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$517,482,644
Clients
213
64% high-net worth
Advisors
6
of 8 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
36
LowAverage account size
$2,429,496
BGM Wealth Partners is a team-based wealth management firm of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves both individual and high-net-worth clients, providing portfolio management, comprehensive financial planning and related advisory services.
Advisory relationships are delivered primarily on a fee basis, with ongoing portfolio management and planning supported by a multi-disciplinary staff that includes CFP and CPA/PFS credentialed professionals and dedicated paraplanning resources. Client work emphasizes integrated planning and coordination across investment, tax and estate matters rather than one-off product sales.
What is distinctive is the firm’s documented affiliations: leadership roles with Cornerstone Private Asset Trust Company and an affiliation with the accounting practice Boeckermann, Grafstrom, Mayer, which are uncommon among comparable team firms. Those formal connections, together with multiple team members holding CPA/PFS credentials and experience in bank and trust governance, indicate more direct access to trust administration and tax/accounting coordination than is typical for peers.
BGM Wealth Management
7900 International Drive, Suite 800
Bloomington MN 55425, United States
Number of offices
1
California · Florida · Minnesota · Texas · Wisconsin
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 63, Series 65
Bloomington, MN
BGM Wealth Management
CFP®
Bloomington, MN
BGM Wealth Management
Series 65
Bloomington, MN
BGM Wealth Management
CFP®, Series 63, Series 65
Bloomington, MN
BGM Wealth Management
CFP®, Series 66
Bloomington, MN
BGM Wealth Management
CFP®, Series 63
Bloomington, MN
BGM Wealth Management
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")