Bormann Wealth Management, LLC

Overview

Bormann Wealth Management, LLC is an independent registered investment adviser focused on individual and family clients, delivering financial planning and portfolio management services to individuals and small businesses. The firm charges a percentage of assets under management and can bill hourly for planning work, indicating a hybrid advice model that blends ongoing portfolio oversight with stand-alone planning engagements. Investment activity centers on equities, with a clear preference for exchange-traded securities as the core building block of client portfolios. The firm is not positioned as a capital allocator to external managers in the institutional sense; instead it implements portfolios directly while using third-party managers when clients require access to specialized alternative strategies. Bormann Wealth Management is not an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices