Bowman Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$94,318,291
Clients
283
Advisors
2
of 2 employees
About
Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, business entities, and plan sponsors. The firm reports approximately $96.3 million in discretionary assets under management across roughly 283 client relationships and generally charges advisory fees based on assets under management.
Investment programs are implemented on a discretionary basis using individualized investment policy statements and a mix of fundamental, technical, and charting analysis to set asset allocation, select securities, and monitor portfolios. Accounts are reviewed at least quarterly, with rebalancing and tax-loss harvesting considered as part of ongoing oversight and client reporting.
Distinctive features include operating as a small two-advisor team while maintaining affiliated financial businesses, including an independent insurance practice and related entities disclosed in its brochure. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plans and reports limited custody arising from third-party standing letters of authorization for a subset of clients, and it requires use of a single custodian.
Client services
Demographic focus
Fee options
Financial planning fees range from $250 to $2,000 based on complexity and client needs.
$0 - $500,000: 1.50% Over $500,000+: Negotiable
Investment Advisor Representatives receive commissions as licensed insurance agents for insurance products sold.
Main office
561 Old West Chocolate Ave
Hershey PA 17033
Advisors at this office
2
Most active in
Colorado · North Carolina · Pennsylvania
Also doing business as
Bowman Wealth Management Group · Bowman 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
Advisors at this firm
Marc B
Series 63, Series 65
Hershey, PA
Bowman Wealth Management Group
Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.
Jared B
Series 65
Hershey, PA
Bowman Wealth Management Group
Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.
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