Bosman Wealth Management provides portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Bosman Wealth Management reports 136 clients. They include 94 individual clients, 39 high-net-worth individuals and 3 charitable organizations. Of its assets, 100.0% ($140M across 292 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 25% |
| High-net-worth individuals | 29% | 74% |
| Charitable organizations | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 94 | $34.7M | 24.8% | $369K |
| High-net-worth individuals | 39 | $103M | 73.5% | $2.64M |
| Charitable organizations | Fewer than 5 | $2.36M | 1.7% | $788K |
| Total | 136 | $140M | 100% | — |
- Clients
- 94
- Regulatory AUM
- $34.7M
- AUM share
- 24.8%
- Avg. per client
- $369K
- Clients
- 39
- Regulatory AUM
- $103M
- AUM share
- 73.5%
- Avg. per client
- $2.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.36M
- AUM share
- 1.7%
- Avg. per client
- $788K
Total
- Clients
- 136
- Regulatory AUM
- $140M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bosman Wealth Management charges 1.10% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- ERISA plan services are billed quarterly in advance at an annual fee that will not exceed 0.50% of included plan assets.
Michael Bosman owns 75% or more of Bosman Wealth Management. The leadership team of Bosman Wealth Management includes Chief Compliance Officer Michael Bosman. It has 1 employee.
Leadership
Michael BosmanChief Compliance Officer/Managing Member/Investment Advisor Representative
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Bosman Wealth Management, LLC
Michael Bosman
Control person · since October 2017
Bosman Wealth Management’s regulatory assets grew from $123M (February 2025) to $140M (March 2026); clients fell from 173 to 136 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $140M | 136 | 1 | 1 |
| February 2025 | $123M | 173 | 1 | 1 |
Besides its headquarters, Bosman Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 555 Cajon Street, Suite D, RedlandsHQ
Contact and registration details
- Legal name
- Bosman Wealth Management, LLC
- Headquarters
- 555 Cajon Street, Suite D, Redlands, CA 92373
- Website
- bosmanwealth.com
- Phone
- 909-792-6765
- SEC file
- 801-132247
- Structure
- California LLC
- Fiscal year end
- December
Bosman Wealth Management uses Charles Schwab ($140M) as custodian for its separately managed accounts. Bosman Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $140M100%
At year end, Bosman Wealth Management’s separately managed accounts were mostly in stocks (79%) and funds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 56 positions; the largest are Micron Technology Inc. (13.3%), Marvell Technology Inc. (8.3%) and Alphabet Inc. (6.3%).
What the accounts hold
- Stocks79%
- Funds12%
- Cash9%
Reported 13F holdings
- $161M
- Reported 13F value
- 56
- Positions
- 56.0%
- In the 10 largest
- +41.8%
- Value vs. prior quarter
- Micron Technology Inc.13.3%
- Marvell Technology Inc.8.3%
- Alphabet Inc. · Cap Stk CL A6.3%
- Nvidia Corporation5.9%
- Palantir Technologies Inc. · CL A5.1%
- Technipfmc PLC4.6%
- Bloom Energy Corp. · Com CL A3.2%
- GE Vernova Inc.3.1%
- Advanced Micro Devices Inc.3.1%
- Amazon Com Inc.3.0%
Together, the ten largest are 56.0% of reported value.
How many clients does Bosman Wealth Management have?
Bosman Wealth Management has 136 clients and manages $140 million for them, as of March 2026. They include 94 individual clients, 39 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Bosman Wealth Management offer?
Bosman Wealth Management provides portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bosman Wealth Management charge?
Bosman Wealth Management charges 1.10% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Bosman Wealth Management use?
Bosman Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $140M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Bosman Wealth Management have?
Bosman Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bosman Wealth Management invest in?
At the end of its last fiscal year, Bosman Wealth Management’s separately managed accounts held 79% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs) and 9% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bosman Wealth Management?
Bosman Wealth Management’s direct owner is Michael Bosman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Bosman Wealth Management get paid?
Bosman Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bosman Wealth Management registered with the SEC?
Yes, Bosman Wealth Management has been registered with the SEC as an investment adviser since 24 March 2025. Its CRD number is 290550 and its SEC file number is 801-132247.
Source: Form ADV Part 1A, Item 1, filed 13 March 2026; IAPD firm record
How do I contact Bosman Wealth Management?
Bosman Wealth Management’s main office is at 555 Cajon Street, Suite D, Redlands, CA 92373. Its phone number is 909-792-6765. Its website is bosmanwealth.com.