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Director of Financial Planning/managing Director · BPP Wealth Solutions, LLC

Alyssa Y. McMahon

CRD 5084873 · Named on Form ADV at one SEC-registered adviser

At a glance

BPP Wealth Solutions, LLC, an SEC-registered wealth manager based in Basking Ridge, NJ with $247 million in regulatory assets, lists Alyssa Y. McMahon on its Form ADV as Director of Financial Planning/managing Director.

Firms and roles

  • BPP Wealth Solutions, LLCDirector of Financial Planning/managing DirectorWealth manager · Basking Ridge, NJ · $247M in regulatory assets

AtlasMembers

Alyssa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alyssa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.