Boatman Wealth Management, LLC

Overview

Boatman Wealth Management, LLC is an independent registered advisory firm structured as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers. In addition to advisory work, Boatman Wealth Management engages in insurance brokerage and other financial product distribution. It does not identify as an active ESG investor. Fee arrangements reported include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm is not described as a multi-state adviser, pension consultant, or part of a related-adviser grouping.

Assets & Accounts

Public Holdings

Investments & Alternatives