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BOWERS WEALTH MANAGEMENT, INC.

GLENBROOK, NV · CRD 145476 · IAPD ↗ · bowerswealth.com · 775-409-3712

$298.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — BOWERS WEALTH MANAGEMENT, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2025 — BOWERS WEALTH MANAGEMENT, INC. notice-filed in MA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2025 — BOWERS WEALTH MANAGEMENT, INC. reported RAUM up 35% ($178.2M -> $240.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.