BOWMAN WEALTH MANAGEMENT

Overview

Bowman Wealth Management is a very small, individual-owned limited liability company that operates as an independent investment adviser. The firm’s practice centers on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by selection-of-other-advisers services and educational seminars. Its stated capital allocation approach tilts heavily to publicly traded equities and exchange-traded products, with a stated preference for liquid, equity-oriented exposures and a willingness to use third‑party managers where appropriate. The firm is not positioned as an ESG investor and does not describe multi-state advisory operations in its filings. Fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee options, which aligns with a boutique advisory model that serves a small number of relationship types and uses tailored fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices