Bison Creek Wealth Management LLC
● SEC registered since 2021CRD 314991SEC# 801-121632
Reg. AUM
$317.3M
Employees
1
Accounts
159
Location
—
Bison Creek Wealth Management LLC assets under management
Bison Creek Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $317.3 million in regulatory assets under management and employs 1 people.
Bison Creek Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Wayne Bruce Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Bison Creek Wealth Management LLC manage?
Bison Creek Wealth Management LLC reports $317.3 million in regulatory assets under management on its Form ADV.
How many employees does Bison Creek Wealth Management LLC have?
Bison Creek Wealth Management LLC reports 1 employees.
Does Bison Creek Wealth Management LLC disclose fund performance?
Bison Creek Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 4348262029 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.3M▲ 17%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$317.3Mregulatory AUM
Discretionary $26.2MNon-discretionary $291M