Bpg Wealth Management LLC

Clackamas, OR

Oregon

Registered In

10/30/2013

Incorp. Date

Company Summary

Bpg Wealth Management LLC at 12901 SE 97th Ave STE 240, Clackamas, Or 97015 lists Jeffrey M Owens of Clackamas, OR as the associate.

Jeffrey M Owens Registered Agent	12901 SE 97TH AVE STE 240, CLACKAMAS, OR 97015
Jeffrey M Owens Manager	12901 SE 97TH AVE STE 240, CLACKAMAS, OR 97015

12901 SE 97TH AVE STE 240, CLACKAMAS, OR 97015 View Map

Form 5500

10151 SE Sunnyside Rd. Suite 460, Clackamas, Or 97015 (503) 654-7676 EIN:46-4027063 Plan Admin:Jeff Owens

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,839,373 / $3,557,469	2023	BPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #002	7 / 7	$2,839,373 / $3,557,469
2022	Plan NameBPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$4,067,286 / $2,839,373	2022	BPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #002	8 / 7	$4,067,286 / $2,839,373
2021	Plan NameBPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$4,008,422 / $4,067,286	2021	BPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #002	8 / 7	$4,008,422 / $4,067,286
2020	Plan NameBPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,791,235 / $4,008,422	2020	BPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #002	8 / 8	$2,791,235 / $4,008,422
2019	Plan NameBPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,401,394 / $2,791,235	2019	BPG WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #002	8 / 8	$2,401,394 / $2,791,235

Benefit & Retirement Plans based on Form 5500.

Address Match:12901 Se 97th Ave Ste 240 Clackamas, OR

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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

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