BWM LLC

BWM LLC is an SEC-registered investment adviser (CRD 315056). Regulatory assets under management: $19.6M.

Registration

• CRD: 315056
• Type: Registered investment adviser
• Phone: 847-828-6389
• Latest filing: 2026-03-11
• Regulatory AUM: $19.6M
• Discretionary AUM: $19.2M
• Non-discretionary AUM: $369K
• Clients: 1
• Accounts: 43

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 315056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search