| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Lee Bosman Control | Chief Compliance Officer/Managing Member/Investment Advisor Representative | Over 75% | 2017 |
Bosman Wealth Management, LLC reports $122.5 million in regulatory assets under management on its Form ADV.
Bosman Wealth Management, LLC reports 1 employees.
Bosman Wealth Management, LLC is based in Redlands, CA and has been SEC-registered since 2025.
Bosman Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 555 Cajon Street, Suite D, Redlands, CA 92373 |
| Phone | 909-792-6765 |
| Office hours | 8:30 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $122.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $122.5M |