GLENBROOK, NVCRD 145476Latest ADV January 22, 2026
Bowers Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Glenbrook, NV. Its latest Form ADV filing, dated January 22, 2026, reports $299M in regulatory assets under management, 2 employees, 1 office, and 425 accounts.
Assets Under Management
$299M
Employees
2
Offices
1 office
Total Clients
170
Primary office
GLENBROOK, NV
1236 U.S. HIGHWAY 50, SUITE C, GLENBROOK, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
89
2
HNWI
47.6%
81
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of January 22, 2026
Discretionary100.0%
$299M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$299M
Total Accounts425
10Y AUM Change+$172M (+136.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee85:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.