BISCHOFF WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredWHAT IS THE BISCHOFF WEALTH MANAGEMENT DIFFERENCE?
About the firm
Bischoff Wealth Management (BWM) is an independent registered investment adviser and RIA that advocates for low cost, tax-efficient portfolios. As an independent firm, BWM provides a flexible structure to offer simplified investing to clients with exclusively low fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bischoff Wealth Management offers portfolio management, investment planning, and fixed income specialization. Services include building tax-efficient, low-cost ETF portfolios; managing duration and credit risk in bond portfolios; and providing ongoing communication and portfolio monitoring aligned with clients' goals, objectives, time-horizon, and risk tolerance.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 243 | $57M |
| High Net Worth Individuals | 114 | $159M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Full Range | 0.20% |
| Full Range Max | 1.50% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BISCHOFF WEALTH MANAGEMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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