Bosman Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$137,716,487
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
133
29% 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
133
Very HighAverage account size
$1,035,462
About
Bosman Wealth Management provides fee-based investment advisory services to individuals (including high-net-worth clients) and retirement plan sponsors, offering both discretionary and non-discretionary portfolio management, ERISA 3(21) plan advisory services, and public seminars and workshops. The firm also offers fixed insurance products through its advisory principal as a licensed insurance agent, and reported approximately $140.1 million in discretionary assets under management across about 133 client relationships as of December 31, 2025.
The firm employs a blend of fundamental and technical analysis (including charting and cyclical methods) and uses long- and short-term positions, trading, and options strategies where appropriate, with investment programs tailored to client goals, time horizons, and risk tolerance and documented in client profiles or investment policy statements. Clients may authorize discretionary trading or retain non-discretionary approval rights, and accounts receive periodic reviews as well as reviews triggered by market or client-specific events.
Compared with many solo independent advisers, Bosman Wealth Management combines several less-common services: it provides pension consulting and ERISA 3(21) fiduciary support (including participant education and assistance with qualified default investment alternatives), serves charitable organization clients, and regularly conducts no-fee educational seminars and workshops. The firm discloses its insurance-related activities (the principal devotes roughly 10% of his time to that business) and describes procedures and fiduciary obligations intended to mitigate conflicts when insurance or plan-related recommendations are made.
Client services
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Life insurance needs analysis
Fee options
1.1% annually for individual asset management; up to 0.50% annually for ERISA plan services
Commissions from sale of fixed insurance products, separate from advisory fees
Main office location
Bosman Wealth Management, LLC
555 Cajon Street, Suite D
Redlands CA 92373, United States
Number of offices
1
Most active in
Bosman Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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