BOLHAN WEALTH

Overview

Bolhan Wealth is organized as a limited liability company under individual ownership and positions itself as a capital allocator for private clients. The firm’s primary services are financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. That combination points to a model where the firm constructs advice and delegations rather than operating as a large, custody‑centric asset manager. Bolhan Wealth does not identify as an active ESG investor and is not registered as a multi‑state adviser. Its owner‑led structure and an industry affiliation with an accountant suggest a practice that integrates tax or accounting relationships into advisory work and that may rely on a close professional network when implementing client strategies. Fee arrangements include both percentage of AUM and fixed fees, which supports a mix of ongoing portfolio management engagements and project or planning‑based work.

Assets & Accounts

Investments & Alternatives

Location & Offices