BOLLINGER WEALTH MANAGEMENT LLC

BOLLINGER WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 292344). Regulatory assets under management: $15.4M.

Registration

• CRD: 292344
• Type: Registered investment adviser
• Phone: 214-578-7812
• Latest filing: 2026-03-29
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM.

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 292344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search