BOLLIN WEALTH MANAGEMENT, LLC

BOLLIN WEALTH MANAGEMENT, LLC of PERRYSBURG, OH is an SEC-registered investment adviser (CRD 150396). Regulatory assets under management: $86.2M.

Registration

• CRD: 150396
• Type: Registered investment adviser
• Location: 842 W. SOUTH BOUNDARY ST., PERRYSBURG, OH, 43551
• Phone: 419-878-3934
• Latest filing: 2026-03-17
• Regulatory AUM: $86.2M
• Discretionary AUM: $490K
• Non-discretionary AUM: $85.7M
• Clients: 4
• Accounts: 457

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150396 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search