BOWERS WEALTH MANAGEMENT, INC.
  • BOWERS WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 05/06/2014
Other registrations (7)
ADV Location GLENBROOK, NV, United States
Contact Info 775 xxxxxxx
Websites
AUM* 298,517,625 68%
of that, discretionary 298,517,625 68%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 702,394 6%
% High Net Worth 46.55% -10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

299M 256M 213M 171M 128M 85M 43M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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