Bison Wealth Management, LLC
RIAState Registered
Total AUM
$9.7M
Discretionary
$9.7M
100% of AUM
Avg account
$359K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297943
- Website
- www.bisonwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.73%
- Individuals1.49%
- Charitable Organizations0.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bison Wealth Management, LLC is a small, privately owned registered adviser organized as an LLC and owned by an individual. The firm provides fee-based portfolio management, primarily serving individual and family clients alongside some institutional relationships. Its stated advisory activity centers on portfolio management for individuals and small businesses. Bison is not positioned as a capital allocator, does not describe itself as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
SMR Strategic Investments, LLC
RIAAUM $9.7MTEAM 1REPS 1
Epoch Family Wealth
RIAAUM $9.7MTEAM 1REPS 1
Fieldstone Money Management, Inc.
RIAAUM $9.7MTEAM 2REPS 2
Davenport Advisors 14 LLC
RIANewport Beach, CA
AUM $9.7MTEAM 1REPS 2
Diversified Consumer Planning LLC
RIAAUM $9.7MTEAM 2REPS 2
Mcdonnell Financial Services
RIAAUM $9.7MTEAM 1REPS 1