linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

BCM Wealth Management

Headquartered in WILMINGTON, DE

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

BCM Wealth Management is an investment advisor headquartered in Wilmington, Delaware with 4 investment advisor representatives. The firm manages $294,492,808 in assets for 439 clients. They offer a variety of advisory services, including financial planning, pension consulting, wealth planning, and selection of other advisors. Their clientele includes high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

BCM Wealth Management

5807 KENNETT PIKE

WILMINGTON, DE 19807

$294.49M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

fee based insurance; wealth planning

Fee based insurance; wealth planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of plan assets

Branch Locations (3)

BCM WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

Wilmington, DE

location

CARMEL, IN

location

Myrtle Beach, SC

Advisors at BCM Wealth Management

View All 4 Advisors
Unclaimed
Kim Lynnette Astin

RA

WILMINGTON, DE

View Profile
Unclaimed
Matthew David Tendler

RA

WILMINGTON, DE

View Profile
Unclaimed
Dennis Rudy Stancoven

RA

WILMINGTON, DE

View Profile
Unclaimed
George David Biddle

RA

WILMINGTON, DE

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if BCM Wealth Management is right for you?

Disclosures

There are no public disclosures for BCM Wealth Management.

Frequently Asked Questions (6)

Not sure if BCM Wealth Management is right for you?