BJO WEALTH MANAGEMENT LLC.

BJO WEALTH MANAGEMENT LLC. is an SEC-registered investment adviser (CRD 168824). Regulatory assets under management: $27.0M.

Registration

• CRD: 168824
• Type: Registered investment adviser
• Phone: 847-845-3980
• Latest filing: 2026-02-10
• Regulatory AUM: $27.0M
• Discretionary AUM: $23.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168824 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search