Bbk Wealth LLC

Bbk Wealth LLC (CRD# 311324) is a financial advisory firm headquartered in Fishers, IN. They manage $30,254,604 in 186 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

14074 Trade Center Drive, Suite 240, Fishers, IN 46038

https://bbkwealth.com/

By the Numbers

Total Assets Under Management

30

MILLION
Total Number of Accounts

186

ACCOUNTS
Average Account Value

$162,659

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Bbk Wealth LLC

Showing 1 - 2 of 2 top financial advisors.

Brandon W. Gregg

CRD#: 6388715

14074 Trade Center Drive, Suite 240, Fishers, IN 46038

Brandon Gregg (CRD# 6388715) is an Investment Advisor Representative working at Bbk Wealth LLC in Fishers, IN and has over 9 years of experience in the finance industry.

Tyler E. Smith

CRD#: 5549158

14074 Trade Center Drive, Suite 240, Fishers, IN 46038

Tyler Smith (CRD# 5549158) is an Investment Advisor Representative working at Bbk Wealth LLC in Fishers, IN and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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