Overview
Assets Under Management: $240 million
Headquarters: GLENBROOK, NV
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Frequently Asked Questions
BOWERS WEALTH MANAGEMENT, INC. 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 #145476), BOWERS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BOWERS WEALTH MANAGEMENT, INC. is headquartered in GLENBROOK, NV.
BOWERS WEALTH MANAGEMENT, INC. serves 70 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, BOWERS WEALTH MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
BOWERS WEALTH MANAGEMENT, INC. manages $240 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, BOWERS WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 370
Discretionary Accounts: 370
Regulatory Filings
CRD Number: 145476
Last Filing Date: 2025-01-16 00:00:00
Website: https://bowerswealth.com