# BOWMAN RETIREMENT PLANNING

BOWMAN RETIREMENT PLANNING is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 321121
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321121/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321121/similar
- Related entities: https://search.stillhousedata.com/firm/321121/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321121

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.