LeadIQ logo
Learn more at LeadIQ.com
BPP Wealth Solutions, LLC logo

BPP Wealth Solutions, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

BPP Wealth Solutions, LLC operates in the financial services sector with a focus on helping clients clarify their goals and align income and assets to those objectives. The firm designs and implements what it terms a Security Income Plan to outline steps toward achieving clients’ financial targets, and then develops additional planning to facilitate wealth transfer to future generations. Based in Basking Ridge, New Jersey, the company serves individuals seeking structured guidance on building, protecting, and preserving wealth across generations. With a small professional team, the firm positions itself as a partner in comprehensive wealth planning, emphasizing goal clarification and coordinated asset planning to support long-term financial security.

Find BPP Wealth Solutions, LLC employees' phone numbers or email addresses

BPP Wealth Solutions, LLC Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Europe
1

Minus sign iconPlus sign icon
  • Portugal
    1

BPP Wealth Solutions, LLC's Leadership

  • Owner at BPP Wealth Solutions, LLC
    B. J.
    Owner
    Mobile Phone
  • Director Of Wealth Management at BPP Wealth Solutions, LLC
    L. C.
    Director Of Wealth Management
    Mobile Phone
  • Senior Investment Services Manager at BPP Wealth Solutions, LLC
    K. P.
    Senior Investment Services Manager
    Mobile Phone
  • Security Income Planner/ General Counsel at BPP Wealth Solutions, LLC
    L. H.
    Security Income Planner/ General Counsel
    Mobile Phone

BPP Wealth Solutions, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other

Contact profiles from BPP Wealth Solutions, LLC

Name
Title
Contact
Location
Last Update
  • Owner at BPP Wealth Solutions, LLC
    B. J.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Director Of Wealth Management at BPP Wealth Solutions, LLC
    L. C.
    Director Of Wealth Management
    Mobile Phone
    Oct 22, 2024
  • Senior Investment Services Manager at BPP Wealth Solutions, LLC
    K. P.
    Senior Investment Services Manager
    Mobile Phone
    Jun 28, 2026
  • Security Income Planner/ General Counsel at BPP Wealth Solutions, LLC
    L. H.
    Security Income Planner/ General Counsel
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is BPP Wealth Solutions, LLC known for?

Minus sign iconPlus sign iconBPP Wealth Solutions, LLC operates in the Financial Services industry. You can contact BPP Wealth Solutions, LLC's main corporate office by phone at
+1-908-832-****
. Explore BPP Wealth Solutions, LLC's company overview page for more information.

What is BPP Wealth Solutions, LLC's most common email format?

Minus sign iconPlus sign iconBPP Wealth Solutions, LLC employees' email format typically follows the pattern of FLast@bppwealth.com. Trying to find reliable and up-to-date employee contact data? Find more BPP Wealth Solutions, LLC email formats with LeadIQ.

How many employees does BPP Wealth Solutions, LLC have currently?

Minus sign iconPlus sign iconBPP Wealth Solutions, LLC has approximately 7 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are BPP Wealth Solutions, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, BPP Wealth Solutions, LLC's key employees include:

  • Owner: B. J.
  • Director Of Wealth Management: L. C.
  • Senior Investment Services Manager: K. P.
  • Security Income Planner/ General Counsel: L. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.