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BOWEN WEALTH
BOWEN WEALTH LLC
CRD 315212 · SEC 801-121708
302 WINGO WAY, SUITE 203, MOUNT PLEASANT, SC, 29464, United States
Phone
843-203-2030
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$86.1M
Discretionary AUM
$86.1M
Team
4 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $54.7M |
| High net worth individuals | 27 | $31.4M |
All web addresses on file
Official SEC filing: View on IAPD