Bowman Wealth Management Group

Overview

Bowman Wealth Management Group is an independent, individually owned LLC focused on advising individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It uses a fee model that combines a percentage-of-assets approach with fixed fees and maintains regulatory registrations in Colorado, North Carolina, and Pennsylvania. The adviser is not structured as a capital allocator; its core client-facing activity centers on wealth management and planning for private clients rather than operating as a fund-of-funds or dedicated external allocator.

Assets & Accounts

Investments & Alternatives