Boatman Wealth Management, LLC

RIAState Registered

Total AUM

$3.8M

Discretionary

0% of AUM

Avg account

$144K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Monessen, Pennsylvania
CRD number: 151150
Website: boatmanwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals96%
Charitable Organizations4%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Boatman Wealth Management, LLC is an independent, individually owned advisory firm formed as an LLC and registered at the state level in Pennsylvania. The firm acts as a capital allocator for both individual/family and institutional clients and combines financial planning with portfolio management for individuals and small businesses. It also provides manager selection services and conducts insurance brokerage and other financial product sales. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other billing structures. The firm does not position itself as an ESG investor and is not a multi-state adviser.