BOSMAN WEALTH MANAGEMENT, LLC
CRD #290550 SEC #801-132247 REDLANDS, CA 909-792-6765
SEC Registered
Total AUM
$122.5M
Discretionary
$122.5M
Employees
1
Clients
--
Accounts
280
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOSMAN, MICHAEL, LEE | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (1)
CA
Address
555 CAJON STREETSUITE D
REDLANDS, CA 92373
United States
Phone: 909-792-6765