Key facts
- BCS PRIVATE WEALTH MANAGEMENT is a other based in RUMSON, NJ.
- BCS PRIVATE WEALTH MANAGEMENT reports $501K in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 174761- Regulatory AUM
- $501K
- Private fund assets
- $17.9M
- Private funds
- 2 · 2 other
- Staff
- 6
- Registered office
- RUMSON, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BERNARD CAROLI WEALTH MANAGEMENT INC.).
Free account
See more of the book
- ·Watchlist + alerts for BCS PRIVATE WEALTH MANAGEMENT's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for BCS PRIVATE WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is BCS PRIVATE WEALTH MANAGEMENT's AUM?
- BCS PRIVATE WEALTH MANAGEMENT manages approximately $501K in assets.