0001626116-15-000001.txt : 20150210 0001626116-15-000001.hdr.sgml : 20150210 20150210104231 ACCESSION NUMBER: 0001626116-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150210 DATE AS OF CHANGE: 20150210 EFFECTIVENESS DATE: 20150210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BP WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001626116 IRS NUMBER: 471618476 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16447 FILM NUMBER: 15590924 BUSINESS ADDRESS: STREET 1: 10 POST OFFICE SQUARE CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 617-912-1900 MAIL ADDRESS: STREET 1: 10 POST OFFICE SQUARE CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001626116 XXXXXXXX 12-31-2014 12-31-2014 BP WEALTH MANAGEMENT, LLC
10 POST OFFICE SQUARE BOSTON MA 02109
13F HOLDINGS REPORT 028-16447 N
LAURI B LONDON CHIEF COMPLIANCE OFFICER 561-630-4600 LAURI B LONDON PALM BEACH GARDENS FL 02-10-2015 3 616 3092407 false 3 028-01398 CAMBIAR INVESTORS LLC 9 028-00454 NEUBERGER BERMAN LLC 10 028-01669 PINNACLE ASSOCIATES LTD
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