Bowman Wealth Management Group

Overview

Bowman Wealth Management Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses; its ADV also lists pension consulting services, although the firm is not designated as a pension consultant on the profile flags. Compensation comes through a mix of assets-under-management fees and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. Bowman operates with a boutique scale and a primarily discretionary mandate: its reported discretionary assets equal its total assets, indicating the firm commonly makes investment decisions on clients’ behalf within agreed parameters.

Assets & Accounts

Investments & Alternatives