# BGM WEALTH PARTNERS, LLC

BGM WEALTH PARTNERS, LLC of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 110483
- Type: SEC-registered investment adviser
- SEC file number: 801-53285
- Location: 7900 INTERNATIONAL DRIVE, SUITE 800, BLOOMINGTON, MN, 55425
- Phone: 952-844-2500
- Latest filing: 2026-01-19
- Regulatory AUM: $517.5M
- Discretionary AUM: $505.5M
- Non-discretionary AUM: $12.0M
- Clients: 8
- Accounts: 889

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Jon Thomas Meyer | BOARDMEMBER, PRESIDENT; MEMBER | — |
| Katherine Anne Frazier | CCO | — |
| REKSTAD PETER JON | BOARD MEMBER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BOECKERMANN DANIEL ALPHONSE | BOARDMEMBER; CHAIRMAN OF THE BOARD; CHIEF MANAGER (+2 more) | — |
| MAYER BRADLEY EUGENE | GOVERNOR; MEMBER | — |
| GRAFSTROM JAMES ALLEN | GOVERNOR; MEMBER | — |
| MEYER JON THOMAS | BOARDMEMBER; BOARDMEMBER, CHIEF COMPLIANCE OFFICER; BOARDMEMBER, PRESIDENT (+6 more) | — |
| BOECKERMANN DANIEL | CHIEF MANAGER; SHAREHOLDER | — |
| HEINEN ALLEN ALOIS | GOVERNOR | — |
| FRAZIER KATHERINE ANNE | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110483/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110483/similar
- Related entities: https://search.stillhousedata.com/firm/110483/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110483

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.