BISON WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297943
- Website
- www.bisonwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.73%
- Individuals1.49%
- Charitable Organizations0.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bison Wealth Management, LLC is a small, privately owned registered adviser organized as an LLC and owned by an individual. The firm provides fee-based portfolio management, primarily serving individual and family clients alongside some institutional relationships. Its stated advisory activity centers on portfolio management for individuals and small businesses. Bison is not positioned as a capital allocator, does not describe itself as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds15%
Contacts
1 of 1POMEROY SMITH II
Managing DirectorCRD 1414989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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