BOWMAN WEALTH MANAGEMENT GROUP
Firm details
- Headquarters
- ,
- CRD number
- 340727
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.83%
- HNWI30.88%
- Other2.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
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 with a mix of financial planning and portfolio management for individuals and small businesses, and it also lists pension consulting among its advisory services. Compensation is by a combination of percentage-of-assets-under-management fees and fixed fees. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Other2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2MARC BOWMAN
Managing PartnerCRD 3150989
Jared Bowman
Investment Advisor RepresentativeCRD 8205757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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