Bpp Wealth Solutions, LLC
Bpp Wealth Solutions, LLC (CRD# 166962) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $187,327,082 in 351 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management187MILLION
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Total Number of Accounts351ACCOUNTS
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Average Account Value$533,695
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, NJ, NY, TX
Lisa Crosta (CRD# 6061779) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 11 years of experience in the finance industry.
Debra Schatzki (CRD# 1025388) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 34 years of experience in the finance industry.
Kelly Pearce (CRD# 7306507) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has 1 year of experience in the finance industry.