BPS WEALTH ADVISORS, INC. of CANFIELD, OH is an SEC-registered investment adviser (CRD 106249). Regulatory assets under management: $1.1B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| James Rafoth | PRESIDENT | — |
| Robert L Smallwood | TREASURER | — |
| Bradley Alan Walker | CHIEF COMPLIANCE OFFICER | — |
| BEARD BRUCE JAMES | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT,CEO, CCO, CFO, COO | — |
| WALKER SIR DAVID ALAN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| RAFOTH JAMES | CCO; PRESIDENT | — |
| SMALLWOOD ROBERT L | TREASURER | — |
| BERLIN WILLIAM BRIAN | SECRETARY | — |