Bormann Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bormann Wealth Management is a small independent advisory firm that serves individuals, high‑net‑worth clients, and small businesses with comprehensive financial planning and ongoing portfolio management. In addition to broad retirement, tax‑aware, and estate planning, the firm offers modular services such as employee‑benefit reviews, education planning, divorce planning, and business consultation.
The firm’s investment process blends fundamental, technical, and cyclical analysis and uses a mix of ETFs, individual equities, and fixed‑income instruments, employing strategies such as modern portfolio theory, buy‑and‑hold, core‑plus‑satellite, and tactical momentum/technical approaches. Client objectives are documented in written investment guidelines and accounts are managed on both discretionary and non‑discretionary bases, with portfolio rebalancing and trade aggregation handled through its custodial/trading platform.
Distinctive features include a very small client base and assets under management and a principal with advanced academic and professional credentials in economics and financial planning, which the firm cites as informing its analytical approach. The firm relies on a particular custody/trading provider and participates in that provider’s client‑matching/referral program—an arrangement that involves referral and platform‑related payments and a contractual obligation if matched clients are moved off the platform—and the firm does not vote client proxies on clients’ behalf.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.50% annually $1,000,001 - $2,000,000: 0.25% annually $2,000,001+: 0.10% annually
$400 per hour, billed in 15-minute increments, negotiable, typically waived for clients with discretionary assets under management except for outside-held accounts
Main office
Spokane WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Bormann Wealth Management · Bormann Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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