Bowers Wealth Management, Inc.

Overview

Bowers Wealth Management, Inc. is an independent, privately owned registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm is registered with the SEC, having completed its registration in 2014. Its business model centers on managing client assets on a percentage-of-AUM basis and serving individual and family clients rather than institutional pension plans or acting as a capital allocator. Advisory services emphasize discretionary portfolio management; the firm does not identify itself as an active ESG investor. Ownership is reported as individual, and the firm classifies itself as an independent RIA rather than an affiliate of a larger wirehouse or broker-dealer.

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Public Holdings

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Location & Offices