Spencer William Davies
Investment adviser representative at Bgm Wealth Management
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$517.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bgm Wealth ManagementOct 2023 to now
- Bgm Wealth PartnersFeb 2022 to now
- Wells FargoFeb 2021 to Feb 2022
- TargetOct 2020 to Jan 2021
- Northwestern MutualDec 2016 to May 2018
- Shoreland Country ClubJun 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, TX, WI).
Bgm Wealth Management
Legal name: Bgm Wealth Partners, LLC
$517.5MAssets managed
213Clients
7Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6730966
- Firm CRD
- 110483