Bischoff Wealth Management Group, LLC

Bischoff Wealth Management Group, LLC provides holistic wealth management services that include financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities; as of January 15, 2026 the firm reported $221,995,674 in assets under management across roughly 357 client relationships. The firm does not impose a stated account minimum and generally manages client assets on a discretionary basis.

BWMG typically allocates client assets among mutual funds, ETFs and individual debt and equity securities and states it relies on technical and cyclical analysis to inform portfolio decisions, tailoring allocations to each client’s risk tolerance, time horizon and liquidity constraints. The firm also recommends private placements for accredited investors and, notably, recommends secured interest‑bearing loans to private real estate investment vehicles where appropriate.

A distinctive feature is that BWMG serves as the sponsor and manager of the Bischoff Wealth Management Group Wrap Program, a wrap fee program in which brokerage commissions and transaction costs are absorbed by the firm and that may result in a higher aggregate fee than purchasing services separately. The brochure also discloses potential conflicts of interest that arise from recommendations of insurance products by licensed supervised persons and from economic benefits and software provided by its primary custodian, TradePMR, which the firm describes and addresses in its disclosures.