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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bosman Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bosman Wealth Management charge?","answer":"Bosman Wealth Management charges 1.10% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"ADV PART 2A & 2B SEC, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bosman Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bosman Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bosman Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bosman Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bosman Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Bosman Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Bosman Wealth Management?","answer":"Bosman Wealth Management’s main office is at 555 Cajon Street, Suite D, Redlands, CA 92373. Its phone number is 909-792-6765. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}