Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC is an SEC-registered wealth manager in Phoenixville, PA with $374.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Bouvel Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108436, SEC 801-79817, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $374.4M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Phoenixville, PA
- Employees
- 4
- Clients
- 206
- CRD
- 108436
- Ownership
- SCHLEGEL, JAMES, DANIEL; BOUVEL, STEPHANE, ERIC; BOUVEL, JEAN PIERRE, GEORGES; BOUVEL, JEAN PIERRE, GEORGE
How much AUM does Bouvel Investment Partners, LLC have?
Bouvel Investment Partners, LLC reported $374.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Bouvel Investment Partners, LLC?
Disclosed owners and executives of Bouvel Investment Partners, LLC include SCHLEGEL, JAMES, DANIEL, BOUVEL, STEPHANE, ERIC, BOUVEL, JEAN PIERRE, GEORGES, BOUVEL, JEAN PIERRE, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.