BOWEN WEALTH

BOWEN WEALTH of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 315212). Regulatory assets under management: $86.1M.

Registration

• CRD: 315212
• SEC file number: 801-121708
• Type: Registered investment adviser
• Location: 302 WINGO WAY, MOUNT PLEASANT, SC, 29464
• Phone: 843-203-2030
• Latest filing: 2026-04-28
• Regulatory AUM: $86.1M
• Discretionary AUM: $86.1M
• Clients: 4
• Accounts: 462

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315212 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search