BOATMAN WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$4M

Discretionary

0% of AUM

Avg account

$143K

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: Individuals96.25%
Charitable Organizations3.75%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Boatman Wealth Management, LLC is an independent, individually owned registered investment adviser that serves both individual/family clients and a limited number of institutional relationships. The firm combines financial planning and portfolio management for individuals and small businesses with a practice of selecting third‑party advisers and managers on clients’ behalf, indicating a role as a capital allocator rather than a pure product distributor. It also conducts insurance brokerage and other financial product sales alongside advisory work. Fee arrangements are mixed — the firm charges asset‑based fees as well as hourly, fixed, and other fee types. Boatman does not identify as an active ESG investor and is not operating as a multi‑state adviser.