Bosman Wealth Management, LLC
● SEC registered since 2025CRD 290550SEC# 801-132247Redlands, CA
Reg. AUM
$140.1M
Employees
1
Accounts
292
Location
Redlands, CA
Bosman Wealth Management, LLC assets under management
Bosman Wealth Management, LLC operates as an SEC-registered investment adviser based in Redlands, CA. The firm has been registered since 2025. It reports $140.1 million in regulatory assets under management and employs 1 people.
Bosman Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Lee Bosman Control | Chief Compliance Officer/Managing Member/Investment Advisor Representative | Over 75% | 2017 |
Frequently asked questions
How much does Bosman Wealth Management, LLC manage?
Bosman Wealth Management, LLC reports $140.1 million in regulatory assets under management on its Form ADV.
How many employees does Bosman Wealth Management, LLC have?
Bosman Wealth Management, LLC reports 1 employees.
Where is Bosman Wealth Management, LLC located?
Bosman Wealth Management, LLC is based in Redlands, CA and has been SEC-registered since 2025.
Does Bosman Wealth Management, LLC disclose fund performance?
Bosman 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 | 555 Cajon Street, Suite D, Redlands, CA 92373 |
| Phone | 909-792-6765 |
| Office hours | 8:30 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140.1M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$140.1Mregulatory AUM
Discretionary $140.1M