BDB WEALTH ADVISORS LLC

BDB WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 336541). Regulatory assets under management: $1.2M.

Registration

• CRD: 336541
• Type: Registered investment adviser
• Phone: 714-767-5324
• Latest filing: 2026-08-06
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Non-discretionary AUM: $32K
• Clients: 2
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336541 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search