BCGM WEALTH MANAGEMENT, LLC

CRD

306757

SEC file #

801-117868

EIN

843549316

DBA names

Gettings Busch Wealth Management

Economics

AUM

$541.5M

AUM band

$500M-$1B

AUM trajectory

'21 · $240.1M

'22 · $313.7M

'23 · $313.7M

'25 · $444.1M

'26 · $541.5M

'21'26

$240.1M → $541.5M▲ +126%

sec adv history

Client mix

Individuals Other	675
Individuals High Net Worth	202
Charitable Organizations	4
Corporations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 5 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 7 advisors

'26 · 8 advisors

'21'26

5 advisors → 8 advisors▲ +60%

sec adv history

Primary office

LAFAYETTE IN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

02/25/2026

linkedin.com/company/gettings-reed-financial-services(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Busch, Scott, Charles

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

Busch, Scott, Charles

CARDWELL, WILLIAM, J

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:bcgm.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

87,119

Form 5500 Compensation Trajectory 3y

2025

87,119

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

87,119

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001830467

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-02-16

Edgar Last Filing Date

2026-05-05

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-05

Accession0001765380-26-000167

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1229

Soi Zip Pct 200k Plus

0.0335

Soi Zip Returns 200k Plus

Soi Zip Total AGI

100,118

Fdic Zip Total Deposits

16,990,581,000

Fdic Zip Branch Count

230

Fdic Zip Top Banks

JPMorgan Chase Bank, National Association

First Merchants Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

672 MAIN ST.,STE 300LAFAYETTE, IN 47901

Business

672 MAIN ST.,STE 300LAFAYETTE, IN 47901

Edgar EIN

843549316

Edgar Recent Filings

13F-HR2026-05-05 · 0001765380-26-000167

13F-HR2026-01-07 · 0001830467-26-000001

Fdic Zip Branches Raw

Salin BankLafayette, IN

Lafayette Bank and Trust CompanyLafayette, IN

Fdic Zip HHI

847.9

Fdic Zip Top Bank Share Pct

14.06

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	8,398
Returns	630

Stub 2

AGI	22,128
Returns	620

Stub 3

AGI	12,642
Returns	210

Soi Zip Total Business Income

3,056

Soi Zip Total Cap Gains

4,972

Soi Zip Total Dividends

1840

Soi Zip Total Returns

1,790

Top Owner CRD

6757917

Trust Company Affiliate