BISON WEALTH MANAGEMENT, LLC
BISON WEALTH MANAGEMENT, LLC of LYNDHURST, OH is an SEC-registered investment adviser (CRD 340724). Regulatory assets under management: $131.0M.
Registration
- CRD: 340724
- SEC file number: 801-136720
- Type: Registered investment adviser
- Location: 5010 MAYFIELD ROAD, LYNDHURST, OH, 44124
- Phone: 216-270-4425
- Latest filing: 2026-08-03
- Regulatory AUM: $131.0M
- Discretionary AUM: $131.0M
- Clients: 4
- Accounts: 468
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| David Michael Yormick | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
More on this firm