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Chief Executive Officer / Member · Onepoint BFG Wealth Partners

Andy M. Schwartz

CRD 1317986 · Named on Form ADV at one SEC-registered adviser

At a glance

Onepoint BFG Wealth Partners, an SEC-registered wealth manager based in Parsippany, NJ with $15.1 billion in regulatory assets, lists Andy M. Schwartz on its Form ADV as Chief Executive Officer / Member, a control person.

Firms and roles

AtlasMembers

Andy’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 (11)

6 more people named with Andy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

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