BGM Wealth Management

Who works here

• DB
  Daniel Alphonse Boeckermann
• JT
  Jacob Michael Thibault
• JM
  Jon Thomas Meyer
• KF
  Katherine Anne Frazier
• RG
  Ross Daniel Gobel
• SD
  Spencer William Davies
• WF
  William Matthew Friederichs

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

BGM Wealth Management

Legal name: BGM Wealth Partners, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

110483