Bowen Wealth

Overview

Bowen Wealth operates as an independent, privately owned RIA structured as a corporation and is state-registered in South Carolina. The firm serves individual and family clients and bills on a combination of percentage-of-AUM and fixed fees. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Bowen Wealth also operates as an insurance broker, which complements its use of insurance products in client solutions. The firm functions as a capital allocator — deploying client capital to third-party managers and external funds — and does not identify as an active ESG investor. Its business footprint is focused and not spread across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices