PPrivate Fund Data Log in Join · $37/mo

Bowers Wealth Management, Inc.

● SEC registered since 2014CRD 145476SEC# 801-79671Glenbrook, NV
Export (members)
Reg. AUM
$298.5M
Employees
2
Accounts
425
Location
Glenbrook, NV

Bowers Wealth Management, Inc. assets under management

Bowers Wealth Management, Inc. is an SEC-registered investment adviser based in Glenbrook, NV. The firm has been registered since 2014. It reports $298.5 million in regulatory assets under management and employs 2 people.
www.bowerswealth.comView on SEC.gov ↗

Bowers Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Wilson Bowers ControlPresident & Chief Compliance OfficerOver 75%2007
Karsten Austin Dornseif ControlSecretary25-50%2023

Frequently asked questions

How much does Bowers Wealth Management, Inc. manage?

Bowers Wealth Management, Inc. reports $298.5 million in regulatory assets under management on its Form ADV.

How many employees does Bowers Wealth Management, Inc. have?

Bowers Wealth Management, Inc. reports 2 employees.

Where is Bowers Wealth Management, Inc. located?

Bowers Wealth Management, Inc. is based in Glenbrook, NV and has been SEC-registered since 2014.

Does Bowers Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address1236 U.S. Highway 50, Suite C, Glenbrook, NV 89413
Phone775-409-3712
Fax775-853-1266
Office hours8a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$298.5M
Non-discretionary$0
Total (RAUM)$298.5M