firm
OnePoint BFG Wealth Partners
PARSIPPANY, NJ
CRD: 318366
In PWD coverage since September 7, 2026 · 8 stories
$15.1BRegulatory AUMSEC Form ADV · Sep 26
205EmployeesForm ADV
1Deals on our tracker
+4Talent net · 12 months4 in · 0 out
Regulatory AUM · Sep 12 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net +4 · 4 incoming events · 0 outgoing events
Arrivals
Kevin Spahn
Sep 3 · from Northwestern Mutual
Bast Financial Group
Sep 10 · from Bast Financial Group
Theodore Kuczarski
Oct 2
Departures
None tracked.
Deal recordFull tracker →
PWD coverage
Moves
LPL's weekly recruiting cadence is now the product
Two Salt Lake practices worth $1 billion are the smallest interesting thing in LPL's fourth advisor announcement this month.