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BOSMAN WEALTH MANAGEMENT, LLC

REDLANDS, CA · CRD 290550 · IAPD ↗ · bosmanwealth.com · 909-792-6765

$140.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — BOSMAN WEALTH MANAGEMENT, LLC (REDLANDS, CA) is newly SEC-registered with $122.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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