BOATMAN WEALTH MANAGEMENT, LLC

BOATMAN WEALTH MANAGEMENT, LLC of MONESSEN, PA is an SEC-registered investment adviser (CRD 151150). Regulatory assets under management: $3.8M.

Registration

• CRD: 151150
• Type: Registered investment adviser
• Location: 2 EASTGATE AVENUE, MONESSEN, PA, 15062
• Phone: 724-684-6600
• Latest filing: 2026-07-30
• Regulatory AUM: $3.8M
• Non-discretionary AUM: $3.8M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search