BOWEN WEALTH LLC
Legal name: BOWEN WEALTH
CRD #315212 SEC #801-121708 MOUNT PLEASANT, SC 843-203-2030
SEC Registered
Total AUM
$50.2M
Discretionary
$50.2M
Employees
2
Clients
251
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $50.2M | $50.2M | $0 | 2 | 0 |
| Feb 2023 | $50.2M | $50.2M | $0 | 2 | 0 |
| Jun 2022 | $57.7M | $57.7M | $0 | 3 | 0 |
| May 2022 | $67.8M | $67.8M | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
DateMay 2023
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0