# BDO USA WEALTH MANAGEMENT, LLC

BDO USA WEALTH MANAGEMENT, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 328278
- Type: SEC-registered investment adviser
- SEC file number: 801-128801
- Location: 1301 RIVERPLACE BLVD., SUITE 900, JACKSONVILLE, FL, 32207
- Phone: 904-396-4015
- Latest filing: 2023-09-05
- Clients: 7

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [BIEGEL MARK DAVID](https://search.stillhousedata.com/person/769322) | PRESIDENT | — |
| [MURRAY CLIFFORD PAUL](https://search.stillhousedata.com/person/781514) | CHIEF COMPLIANCE OFFICER | — |
| [CALHOUN LYNN G](https://search.stillhousedata.com/person/837690) | VICE PRESIDENT AND TREASURER | — |
| [OKAMURA RYUICHI](https://search.stillhousedata.com/person/850056) | CHIEF OPERATING OFFICER | — |
| [GRIMMER JUDITH ANNE](https://search.stillhousedata.com/person/850057) | SECRETARY | — |
| [CALHOUN LYNN GARY](https://search.stillhousedata.com/person/881169) | VICE PRESIDENT AND TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328278/similar
- Related entities: https://search.stillhousedata.com/firm/328278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328278

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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.