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Michael Lee Bosman

Chief Compliance Officer/Managing Member/Investment Advisor RepresentativeBosman Wealth Management, LLCCRD 2724809

About Michael Lee Bosman

Michael Lee Bosman is listed as Chief Compliance Officer/Managing Member/Investment Advisor Representative at Bosman Wealth Management, LLC in Redlands, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Bosman Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Lee Bosman work?

Michael Lee Bosman is listed as Chief Compliance Officer/Managing Member/Investment Advisor Representative at Bosman Wealth Management, LLC on SEC Form ADV.

How much of Bosman Wealth Management, LLC does Michael Lee Bosman own?

Form ADV reports a beneficial ownership band of Over 75%.

Bosman Wealth Management, LLC

TitleChief Compliance Officer/Managing Member/Investment Advisor Representative
OwnershipOver 75%
Control personYes
Since2017
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