Bollinger Wealth Management LLC

Overview

Bollinger Wealth Management LLC is an independent, individual-owned RIA that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs fee-based client relationships charged as a percentage of assets under management and emphasizes mutual fund and pooled-public fund solutions as its primary building blocks. It does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension-consulting adviser. Investment posture is conservative-to-moderate in structure: portfolios are largely constructed with public funds and mutual funds for core equity and fixed income exposure, while select allocations are available to higher-touch opportunities such as private placements, venture capital, and real estate when appropriate for client goals and suitability. Advisory activity centers on integrating planning with portfolio management rather than running specialty institutional strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices