BOSMAN WEALTH MANAGEMENT, LLC

Overview

Bosman Wealth Management, LLC is an SEC-registered wealth advisory firm organized as a limited liability company and owned by an individual. The firm targets both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its service mix includes portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops, and the firm also operates as an insurance broker. Investment posture is equity‑oriented: Bosman shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. The firm is not positioned as an active ESG investor. Given the mix of services and its fee model, Bosman appears to combine discretionary portfolio management with insurance and advisory services to provide integrated wealth and risk solutions for its client base.

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