Bolhan Wealth

Overview

Bolhan Wealth is a privately held limited liability company focused on serving individual and small-business clients through advisory services. The firm is owned by an individual and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fee model includes both a percentage-of-AUM component and fixed-fee engagements. Bolhan Wealth does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or related adviser. An accounting firm affiliation is listed among its industry connections.

Assets & Accounts

Investments & Alternatives

Location & Offices