Bison Wealth Management, LLC
CRD 340724SEC# 801-136720Lyndhurst, OH
No longer SEC-registered. Bison Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$131M
Employees
4
Accounts
468
Location
Lyndhurst, OH
Bison Wealth Management, LLC assets under management
Bison Wealth Management, LLC is an SEC-registered investment adviser based in Lyndhurst, OH. It reports $131 million in regulatory assets under management and employs 4 people.
Bison Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Yormick Control | Managing Member & Chief Compliance Officer | Over 75% | 2026 |
Frequently asked questions
How much does Bison Wealth Management, LLC manage?
Bison Wealth Management, LLC reports $131 million in regulatory assets under management on its Form ADV.
How many employees does Bison Wealth Management, LLC have?
Bison Wealth Management, LLC reports 4 employees.
Where is Bison Wealth Management, LLC located?
Bison Wealth Management, LLC is based in Lyndhurst, OH.
Does Bison Wealth Management, LLC disclose fund performance?
Bison Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5010 Mayfield Road, Suite 201, Lyndhurst, OH 44124 |
| Office hours | 8:30a.m. - 5:30p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$131Mregulatory AUM
Discretionary $131M