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Boskia Wealth Management & Advisory Services, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Boskia Wealth Management & Advisory Services, L.L.C. operates as an investment manager for pooled vehicles and institutional investors rather than individual retail clients. The firm's ADV indicates it currently reports one advisory professional and no individual client relationships.
The brochure describes services that include managing and overseeing pooled investment vehicles and selecting or monitoring other advisers for those vehicles, and it discloses both asset‑based compensation and the use of hourly charges for certain services. It also notes the firm conducts educational seminars and workshops as part of its client support and governance activities.
A distinctive feature disclosed in the ADV is an affiliation with a law firm, which may influence how legal, regulatory, or compliance matters are integrated into the firm’s advisory work. Combined with its very small advisory team, its manager‑selection role, occasional hourly billing, and seminar offerings, Boskia’s operating model differs from many peers that focus solely on portfolio management under a standard percentage‑of‑AUM structure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Specific fixed fees not stated in brochure
Specific hourly rates not stated in brochure
Main office location
Boskia Wealth Management & Advisory Services, L.L.C.
1640 Powers Ferry Road Se, Suite 225 Building 24
Marietta GA 30067, United States
Number of offices
1
Most active in
Boskia Wealth Management & Advisory Services, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Georgia
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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