BOWERS WEALTH MANAGEMENT, INC.
CRD #145476 SEC #801-79671 GLENBROOK, NV 775-409-3712
SEC Registered
Total AUM
$240M
Discretionary
$240M
Employees
2
Clients
--
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $240M | $240M | $0 | 2 | 0 |
| Jan 2024 | $178.2M | $178.2M | $0 | 2 | 0 |
| Jan 2023 | $148.8M | $148.8M | $0 | 2 | 0 |
| Jan 2022 | $184.8M | $184.8M | $0 | 2 | 0 |
| Jan 2021 | $171.3M | $171.3M | $0 | 2 | 0 |
| Jun 2020 | $143.4M | $143.4M | $0 | 2 | 0 |
| Jan 2020 | $143.4M | $143.4M | $0 | 2 | 0 |
| Jun 2019 | $138.5M | $138.5M | $0 | 2 | 0 |
| Feb 2019 | $138.5M | $138.5M | $0 | 2 | 0 |
| Jan 2018 | $152.9M | $152.9M | $0 | 2 | 0 |
| Jun 2017 | $126.4M | $126.4M | $0 | 3 | 129 |
| Jan 2017 | $126.4M | $126.4M | $0 | 3 | 129 |
| Feb 2016 | $136M | $136M | $0 | 3 | 150 |
| Jan 2015 | $147.2M | $147.2M | $0 | 4 | 143 |
| Jul 2014 | $125.8M | $125.8M | $0 | 5 | 160 |
| May 2014 | $125.8M | $125.8M | $0 | 5 | 160 |
| May 2014 | $125.8M | $125.8M | $0 | 5 | 160 |
| Apr 2014 | $125.8M | $125.8M | $0 | 3 | 160 |
| Dec 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Dec 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Oct 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Oct 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Aug 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Aug 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Aug 2010 | $39.8M | $39.8M | $0 | 5 | -- |
| Jul 2010 | $30.8M | $30.8M | $0 | 5 | -- |
| Oct 2009 | $25.5M | $25.5M | $0 | 5 | -- |
| Oct 2009 | $25.5M | $25.5M | $0 | 5 | -- |
DateJan 2025
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees3
Clients129
DateJan 2017
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees3
Clients129
DateFeb 2016
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees3
Clients150
DateJan 2015
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees4
Clients143
DateJul 2014
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees5
Clients160
DateMay 2014
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees5
Clients160
DateMay 2014
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees5
Clients160
DateApr 2014
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients160
DateDec 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$30.8M
Discretionary$30.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--