Overview
Assets Under Management: $140 million
Headquarters: REDLANDS, CA
High-Net-Worth Clients: 39
Average Client Assets: $2.6 million
Frequently Asked Questions
BOSMAN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290550), BOSMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOSMAN WEALTH MANAGEMENT, LLC is headquartered in REDLANDS, CA.
BOSMAN WEALTH MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, BOSMAN WEALTH MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BOSMAN WEALTH MANAGEMENT, LLC manages $140 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, BOSMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.52%
Average Client Assets: $2.6 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 290550
Filing ID: 2067734
Last Filing Date: 2026-03-13 07:11:36