BOSMAN WEALTH MANAGEMENT, LLC
BOSMAN WEALTH MANAGEMENT, LLC of REDLANDS, CA is an SEC-registered investment adviser (CRD 290550). Regulatory assets under management: $140.1M.
Registration
- CRD: 290550
- SEC file number: 801-132247
- Type: Registered investment adviser
- Location: 555 CAJON STREET, SUITE D, REDLANDS, CA, 92373
- Phone: 909-792-6765
- Latest filing: 2026-03-13
- Regulatory AUM: $140.1M
- Discretionary AUM: $140.1M
- Clients: 1
- Accounts: 292
Business model
Compensation: % of AUM.
Clients served: High net worth, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Michael Lee Bosman | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
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