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
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 4, 2023
- 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 |
|---|---|---|---|---|
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, BRANDON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 4, 2023 REGISTERED
Notice Filings (1)
SC
Address
497 BRAMSON COURTSUITE 102
MOUNT PLEASANT, SC 29464
United States
Phone: 843-203-2030