SourcingSourcing

BLEAKLEY FINANCIAL GROUP, LLC

C27
CRD 318366·SEC 801-123232·PARSIPPANY, NJ
AUM
$15.13B
$1B+
Est. Revenue
$151.3M
@ 1% on AUM
Est. EBITDA
$45.4M
@ 30% margin
Est. Deal Value
$363.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLEAKLEY FINANCIAL GROUP, LLC
CRD
318366
SEC file #
801-123232
EIN
472523848
DBA names
Onepoint Bfg Wealth Partners

Economics

AUM
$15.13B
AUM band
$1B+
AUM trajectory
'23'26
$7.52B → $15.13B▲ +101%
Client mix
Individuals Other5,524
Individuals High Net Worth2,934
Pension Profit Sharing Plans167
Corporations22

Operations

Employees (total)
205
Advisory staff (per ADV)
104
Advisory staff (5-yr trend)
'22'26
7 advisors → 104 advisors▲ +1386%
Primary office
PARSIPPANY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
twitter.com/bleakleygroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLEAKLEY HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
BLEAKLEY HOLDINGS, LLC
AXELROD, MICHAEL, IAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bleakley.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
16
Form 5500 Total Participants
363
Form 5500 Total Compensation
470,793
Form 5500 Compensation Trajectory 3y
2025470,793
20240
Form 5500 Plan Count Trajectory 3y
202513
20243
Schedule C Total Compensation
470,793
Schedule C Service Provider Rows
16

SEC EDGAR

Edgar Cik
0001936953
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-07
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001936953-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
23
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
300 KIMBALL DRIVESUITE 310PARSIPPANY, NJ 07054
Business
300 KIMBALL DRIVESUITE 310PARSIPPANY, NJ 07054
Edgar EIN
472523848
Edgar Recent Filings
13F-HR2026-05-04 · 0001936953-26-000003
13F-HR2026-02-09 · 0001936953-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (57)

57
SCHWARTZ, SCOTT, DAVID
IAR · Executive Officer · 2.5%
1315182
COONEY, JOHN, DAVID
IAR · Executive Officer · 2.5%
1423699
SCHWARTZ, ANDY, MARK
IAR · Executive Officer · 2.5%
1317986
AXELROD, MICHAEL, IAN
Executive Officer · 2.5%
2595831
DURAN, JOSEPH, JOHN
Executive Officer · 2.5%
2328861
Mostovoi, Alexei
Executive Officer · 2.5%
8178915
BOOCKVAR, PETER, DAVID
Executive Officer · 2.5%
2551482
Hayes, Patrick, Daniel
Executive Officer · 2.5%
6571587
NAUHEIMER, VINCENT, JOHN
Executive Officer · 2.5%
5642320
Weiss, Craig, Barry
Executive Officer · 2.5%
2354195
Adrian Daniel Morales
IAR
7196002
ALEXIS M MACIAS
IAR
6513053
JOSEPH PETER PATTERSON
IAR
4521416
Dante Gerard Petullo
IAR
7249245
William Henry Spellman
IAR
2366620
Collin DAVID Brown
IAR
7056987
John McLaughlin
IAR
7706878
DREW EDWARD BESONSON
IAR
4507195
PAUL FORREST THOMPSON
IAR
6224252
SHANE MCGILL
IAR
8043687
MAX WILSON
IAR
5282315
Daniel Anthony DeAngelis
IAR
7540960
CHRISTOPHER JOSEPH CELLA
IAR
1318003
FRANCIS N LEPORE
IAR
4695659
LAURENCE TODD CELNIKER
IAR
1436858
STEPHEN BARRETT STONE
IAR
1128691
JESSE J BERGLAND
IAR
4596238
DANIEL J AGUANNO
IAR
5346652
DAVID ANDREW SCHWARTZ
IAR
5389281
MICHAEL J ALBERTINE
IAR
5408228
JOSHUA LOREE LEWIS
IAR
6263596
JOHN HUME VOIGT
IAR
1602713
RICHARD GORDON WRIGHT
IAR
1902435
DIMITRI AUSTIN GRANT
IAR
6000799
DAVID M MECCA
IAR
6099023
KYLE ALEXANDER WESLEY
IAR
6126269
NATHAN B BARBAKOFF
IAR
6177481
KHAGENDRA KATTEL
IAR
6147194
PATRICK SEAN TORNEY
IAR
6189404
JONATHAN GUERRIERI
IAR
6207418
JOSEPH SRESHTA
IAR
1262499
BROOKE ASHLEY HARDIMAN
IAR
6951284
YOUSEF ALI KHAN
IAR
6112023
MARY GRACE LUNDSTROM
IAR
4496912
Carlos Manuel Noriega
IAR
3091070
Jason Edward Klinedinst
IAR
4899724
BRIAN J EDER
IAR
5137408
Aron Joshua Corin
IAR
7365393
Jason Balogh
IAR
7127743
CHRISTOPHER BUKOWCZYK
IAR
4481336
LOUISE D'ANGELO MONTI
IAR
4741687
JOHN SOLON PATTERSON
IAR
2420638
LYLE GORDON WEINTRAUB
IAR
2356306
Charles P Young
IAR
6820456
COLIN CHRISTOPHER SMITH
IAR
5837307
Liberty F Catt
IAR
5492442
Julianna Akbarova Roberto
IAR
6510183