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BISON WEALTH MANAGEMENT, LLC

LYNDHURST, OH · CRD 340724 · IAPD ↗ · bisonllc.com · 216-270-4425

$131.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
October 2026 — BISON WEALTH MANAGEMENT, LLC notice-filed in NY, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
September 2026 — BISON WEALTH MANAGEMENT, LLC notice-filed in FL, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2026 — BISON WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2026 — BISON WEALTH MANAGEMENT, LLC (LYNDHURST, OH) is newly SEC-registered with $131.0M RAUM and 3 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.