BOWEN WEALTH

Overview

Bowen Wealth is an independent SEC-registered registered investment adviser that began reporting in 2021 and is owned by an individual principal. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and manager selection services. Bowen Wealth also operates as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed fees. The firm describes itself as a capital allocator, placing client capital with third‑party managers when appropriate. Bowen Wealth does not identify as an active ESG investor and does not report being a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices