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Bison Creek Wealth Management LLC

● SEC registered since 2021CRD 314991SEC# 801-121632
Export (members)
Reg. AUM
$271.6M
Employees
1
Accounts
78
Location
—

Bison Creek Wealth Management LLC assets under management

Bison Creek Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $271.6 million in regulatory assets under management and employs 1 people.
bisoncreekwealth.comView on SEC.gov ↗

Bison Creek Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffery Wayne Bruce ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Bison Creek Wealth Management LLC manage?

Bison Creek Wealth Management LLC reports $271.6 million in regulatory assets under management on its Form ADV.

How many employees does Bison Creek Wealth Management LLC have?

Bison Creek Wealth Management LLC reports 1 employees.

Does Bison Creek Wealth Management LLC disclose fund performance?

Bison Creek Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone4348262029
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$30.3M
Non-discretionary$241.3M
Total (RAUM)$271.6M