Bowers Wealth Management provides portfolio management for individuals and small businesses.
Bowers Wealth Management reports 170 clients. They include 89 individual clients and 81 high-net-worth individuals. Of its assets, 100.0% ($299M across 425 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 16% |
| High-net-worth individuals | 48% | 82% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $48.7M | 16.3% | $548K |
| High-net-worth individuals | 81 | $245M | 82.0% | $3.02M |
| Charitable organizations | Fewer than 5 | $4.97M | 1.7% | — |
| Total | 170 | $299M | 100% | — |
- Clients
- 89
- Regulatory AUM
- $48.7M
- AUM share
- 16.3%
- Avg. per client
- $548K
- Clients
- 81
- Regulatory AUM
- $245M
- AUM share
- 82.0%
- Avg. per client
- $3.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.97M
- AUM share
- 1.7%
- Avg. per client
- —
Total
- Clients
- 170
- Regulatory AUM
- $299M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bowers Wealth Management charges 0.40%–1.20% a year for its Investment advisory fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 1.20% |
| $100K–$200K | 1.00% |
| $200K–$300K | 0.80% |
| $300K–$400K | 0.60% |
| $400K and above | 0.40% |
Fee details and sources
John Bowers owns 75% or more of Bowers Wealth Management. The leadership team of Bowers Wealth Management includes President John Bowers. It has 2 employees.
Leadership
- John BowersPresident & Chief Compliance Officer
- Karsten DornseifSecretary
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- John Wilson Bowers
- Karsten Austin Dornseif
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Bowers Wealth Management, Inc.
John Bowers
Control person · since October 2007
- Owns 25% to 50% of Bowers Wealth Management, Inc.
Karsten Dornseif
Control person · since January 2023
Bowers Wealth Management’s regulatory assets grew 1.7× from $171M (January 2021) to $299M (January 2026); clients rose from 111 to 170 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $299M | 170 | 2 | 2 |
| January 2025 | $240M | 151 | 2 | 2 |
| January 2024 | $178M | 122 | 2 | 2 |
| January 2023 | $149M | 112 | 2 | 2 |
| January 2022 | $185M | 111 | 2 | 2 |
| January 2021 | $171M | 111 | 2 | 2 |
Besides its headquarters, Bowers Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Nevada.
Nevada · 1 listed address
- 1236 U.S. Highway 50, Suite C, GlenbrookHQ
Contact and registration details
- Legal name
- Bowers Wealth Management, Inc.
- Headquarters
- 1236 U.S. Highway 50, Suite C, Glenbrook, NV 89413
- Website
- bowerswealth.com
- Phone
- 775-409-3712
- SEC file
- 801-79671
- Structure
- California corporation
- Fiscal year end
- December
Bowers Wealth Management uses Fidelity ($299M) as custodian for its separately managed accounts. Bowers Wealth Management has custody of $35.8M in client assets for 26 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $299M100%
At year end, Bowers Wealth Management’s separately managed accounts were mostly in funds (99%).
What the accounts hold
- Funds99%
- Cash1%
How many clients does Bowers Wealth Management have?
Bowers Wealth Management has 170 clients and manages $299 million for them, as of January 2026. They include 89 individual clients and 81 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026
What services does Bowers Wealth Management offer?
Bowers Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bowers Wealth Management charge?
Bowers Wealth Management charges 0.40%–1.20% a year for its Investment advisory fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does Bowers Wealth Management use?
Bowers Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $299M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026
How many financial advisors does Bowers Wealth Management have?
Bowers Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bowers Wealth Management invest in?
At the end of its last fiscal year, Bowers Wealth Management’s separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Bowers Wealth Management have a minimum investment?
Yes, Bowers Wealth Management’s minimum account size for its Investment advisory fee is $100K.
Who owns Bowers Wealth Management?
Bowers Wealth Management’s direct owners are John Bowers (75% or more) and Karsten Dornseif (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 January 2026
How does Bowers Wealth Management get paid?
Bowers 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 Bowers Wealth Management registered with the SEC?
Yes, Bowers Wealth Management has been registered with the SEC as an investment adviser since 6 May 2014. Its CRD number is 145476 and its SEC file number is 801-79671.
Source: Form ADV Part 1A, Item 1, filed 22 January 2026; IAPD firm record
How do I contact Bowers Wealth Management?
Bowers Wealth Management’s main office is at 1236 U.S. Highway 50, Suite C, Glenbrook, NV 89413. Its phone number is 775-409-3712. Its website is bowerswealth.com.