Bosman Wealth Management, LLC

RIASEC Registered

Total AUM

$140M

Discretionary

$140M

100% of AUM

Avg account

$480K

Accounts

292

Employees

Advisory reps

Firm details

Headquarters: Redlands, California
CRD number: 290550
Registered since: March 24, 2025
Website: www.bosmanwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.52%
Individuals24.79%
Charitable Organizations1.69%
Services: Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bosman Wealth Management, LLC is an SEC-registered advisory firm (registered in 2025) that manages fee-based portfolios for individuals, families and some institutional clients. The firm is organized as an LLC and is owned by an individual principal. Core services combine portfolio management for individuals and small businesses with pension consulting services and educational seminars; the firm also operates as an insurance broker. Fee billing is a percentage of assets under management. The practice is not positioned as an allocator or multi-state advisory platform; instead it appears focused on direct client advisory and implementation across a relatively concentrated client base. The firm does not identify as an active ESG investor.