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BISON WEALTH MANAGEMENT, LLC
CRD 340724 · SEC 801-136720
5010 MAYFIELD ROAD, SUITE 201, LYNDHURST, OH, 44124, United States
Phone
216-270-4425
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$131.0M
Discretionary AUM
$131.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $36.8M |
| High net worth individuals | 48 | $94.2M |
All web addresses on file
Official SEC filing: View on IAPD