Bosman Wealth Management, LLC
Bosman Wealth Management, LLC is an SEC-registered wealth manager in Redlands, CA with $140.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Bosman Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290550, SEC 801-132247, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $140.1M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Redlands, CA
- Employees
- 1
- Clients
- 136
- CRD
- 290550
- Ownership
- BOSMAN, MICHAEL, LEE
How much AUM does Bosman Wealth Management, LLC have?
Bosman Wealth Management, LLC reported $140.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Bosman Wealth Management, LLC?
Disclosed owners and executives of Bosman Wealth Management, LLC include BOSMAN, MICHAEL, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.