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BOSMAN WEALTH MANAGEMENT, LLC
CRD 290550 · SEC 801-132247
555 CAJON STREET, SUITE D, REDLANDS, CA, 92373, United States
Phone
909-792-6765
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.1M
Discretionary AUM
$140.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $34.7M |
| High net worth individuals | 39 | $103.0M |
| Charitable organizations | 3 | $2.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD