Bmo Family Office, LLC

CRD 110264 · Chicago, IL · $10.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110264
SEC number: 801-56868
Firm type: RIA
Assets under management: $10.0B as of Jan 28, 2026
Website: www.linkedin.com/company/bmowealthmanagement-us ↗
Phone: (650) 210-5042
Address: 320 South Canal Street, Chicago, IL, 60606

Advisors at this firm

4 in our index · page 1 of 1

Travis Loland BortonCRD 6093141 · Chicago, IL

IA Registered
Devon M ChanCRD 5600240 · Newport Beach, CA

IA Registered
Joseph KnechtCRD 6067241 · Chicago, IL

IA Registered
Michael Walter PapciakCRD 5084336 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 110264 ↗ FINRA BrokerCheck record for firm CRD 110264 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.