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BOWERS WEALTH MANAGEMENT, INC.
CRD 145476 · SEC 801-79671
1236 U.S. HIGHWAY 50, SUITE C, GLENBROOK, NV, 89413, United States
Phone
775-409-3712
Fax
775-853-1266
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.5M
Discretionary AUM
$298.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $48.7M |
| High net worth individuals | 81 | $244.8M |
States served
AZ, CA, LA, MA, MI, NV, OH, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD