BONNEMA WEALTH MANAGEMENT LLC

Overview

Bonnema Wealth Management LLC is an independent registered investment adviser focused on serving individuals and families with tailored financial planning and portfolio management. The firm runs a primarily equity-oriented approach, with a clear preference for exchange-traded equities as the core of client portfolios. Its mandate structure and fee menu — a mix of percentage-of-AUM, hourly, and fixed-fee engagements — support both ongoing discretionary management and project-based planning work. The business is compact and privately owned, concentrating on a relatively small client base. Investment activity centers on liquid public markets, with managers using ETFs and direct equities for core exposures and supplementing those with mutual funds and annuity products where client objectives require additional diversification or income guarantees. The firm does not position itself as a pension consultant, capital allocator, or multi-state adviser, and it does not market itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices