BOWMAN RETIREMENT PLANNING

BOWMAN RETIREMENT PLANNING is an SEC-registered investment adviser (CRD 321121). Regulatory assets under management: $25.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 321121
• Type: Registered investment adviser
• Phone: 714-904-2038
• Latest filing: 2026-06-16
• Regulatory AUM: $25.6M
• Discretionary AUM: $25.6M
• Clients: 1
• Accounts: 68

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 321121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search