Bpv Wealth Management, LLC (Knoxville)

Name: Bpv Wealth Management, LLC
Address: 9202 South Northshore Drive, Knoxville, TN, 37922
Telephone: 865-243-8000

Bpv Wealth Management, LLC is an investment adviser to an investment company based in Knoxville. It manages $93.4 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New Hampshire and Tennessee.

Bpv Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bpv Wealth Management: assets under management

The assets under management (AUM) of Bpv Wealth Management, LLC is $93.4 million. The firm's AUM has grown by 259% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.13 million in discretionary accounts and $13.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $698.21 thousand.

Bpv Wealth Management has custody of $21.93 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bpv Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bpv Wealth Management, LLC

Gregory Warren Needham has been acting as President since 1 Sep 2009. Michael Ray West joined the executive team most recently as the Ceo/Elected Manager/Class B Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Northshore Management Company	Class a member	1 May 2009	50% - 75%	27-0187390
Gregory Warren Needham	Elected manager/class b member/president/chief compliance officer	1 Sep 2009	Other	5712645
Carol Earlywine Johnson	Class b member	1 Sep 2009	Other	2664717
George Fredrick Lee	Class b member	1 Sep 2009	Other	4389389
Michael Ray West	Class b member	1 Sep 2009	Other	5713894
George Leray Hashbarger	Class b member	1 Sep 2009	Other	5713898
Phillip Edward Fulmer	Class b member	1 Sep 2009	Other	5713900
Northshore Management Company	Class a member	1 Nov 2010	Other	27-0187390
John Daniel Pressley	Class b member	1 Nov 2010	Other	5916911
Reed Albert Keller	Class b member	1 Apr 2011	Other	5946378
Gregory Warren Needham	Managing director/class b member/chief compliance officer	1 May 2011	Other	5712645
Michael Ray West	Ceo/elected manager/class b member	1 May 2011	Other	5713894

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Ray West	Ceo	1 Nov 2003	50% - 75%	5713894
George Leray Hashbarger	Partner, chief financial officer	1 Jan 2005	Other	5713898
Phillip Edward Fulmer	Partner	1 Jan 2009	Other	5713900

Based in Knoxville

The principal office where Bpv Wealth Management, LLC performs its advisory services is located at 9202 South Northshore Drive, Knoxville, TN 37922, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 865-243-8000 or by fax 865-243-8019. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bpvwealth.com.