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BISON CREEK WEALTH MANAGEMENT LLC
CRD 314991 · SEC 801-121632
CO, United States
Phone
4348262029
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.3M
Discretionary AUM
$26.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $12.2M |
| High net worth individuals | 8 | $14.0M |
| Pension/profit sharing plans | 2 | $291.0M |
States served
CO, VA, TX
All web addresses on file
Official SEC filing: View on IAPD