# BPP WEALTH SOLUTIONS, LLC

BPP WEALTH SOLUTIONS, LLC of BASKING RIDGE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 166962
- Type: SEC-registered investment adviser
- SEC file number: 801-77658
- Location: 25 MOUNTAINVIEW BLVD.,, SUITE 202A, BASKING RIDGE, NJ, 07920
- Phone: (908) 442-7750
- Latest filing: 2026-03-09
- Regulatory AUM: $247.3M
- Discretionary AUM: $247.3M
- Clients: 6
- Accounts: 459

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Debra Lynn Schatzki | MANAGING MEMBER | — |
| Allison Gail Jaffe | CHIEF COMPLIANCE OFFICER | — |
| Laura Lee Flanagan | GENERAL COUNSEL | — |
| Alyssa Yvonne Mcmahon | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | — |
| SCHATZKI DEBRA LYNN | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| JAFFE ALLISON GAIL | CHIEF COMPLIANCE OFFICER | — |
| FLANAGAN LAURA LEE | CCO; GENERAL COUNSEL | — |
| GOLDENBERG TRACY ANNE | CHIEF OPERATING OFFICER | — |
| CROSTA LISA ANNE | DIRECTOR OF WEALTH MANAGEMENT | — |
| MCMAHON ALYSSA YVONNE | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166962/similar
- Related entities: https://search.stillhousedata.com/firm/166962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166962

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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.