William Henry Spellman

Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → 09/2019
  Prudential Financial Inc
  Newark, NJ
• 08/2020 → Present
  Bleakley Financial Group Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ
• 09/2019 → 08/2020
  Unemployed
  Towaco, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-23