Batman Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,357,000
Clients
59
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
Very HighAverage account size
$378,932
About
Batman Wealth Management is a state-registered, fee-only investment advisory firm that serves individuals and small business owners, and is also available to estates, trusts, non-profits and similar entities. The firm provides comprehensive financial planning, ongoing discretionary wealth management, and hourly consulting engagements.
The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, with diversified portfolios constructed from low-cost ETFs, no-load mutual funds and selective individual securities. Portfolio management is typically discretionary and the firm highlights tax-aware management (including tax-loss harvesting), periodic rebalancing and client education through quarterly newsletters, web articles and annual reviews.
Operating as a single-advisor practice managing roughly $18.5 million for about 59 clients, the firm has several features that differ from many peers: it maintains a life and variable annuity license to offer fee-only variable annuities (no commission), accepts a broad set of modern payment methods (Venmo, PayPal, Zelle, Square), and disclosed a one-time reimbursement from its custodian to offset client transfer costs. The firm also carries a $25,000 surety bond and states a policy of avoiding alternative custodian pricing programs to limit potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Wealth management
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial Planning fees can be a fixed total cost provided in advance; average cost around $750.
$0 - $250,000: 1.5% annually $250,001+: 0.5% annually
$250 per hour for Financial Planning and Consulting on an hourly basis.
Fee-only: Financial Planning and Wealth Management services are fee-only; no commissions are charged or received.
Main office location
Batman Wealth Management, LLC
Lake Mary FL, United States
Number of offices
1
Most active in
Batman Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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