Bosman Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redlands, CA. Its latest Form ADV filing, dated March 13, 2026, reports $140M in regulatory assets under management, 1 employee, and 292 accounts.
Assets Under Management
$140M
Employees
1
Offices
--
Total Clients
136
Primary office
REDLANDS, CA
555 CAJON STREET, SUITE D, REDLANDS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.1% of total clients.
Top client categories% of clientsClients
1
Individuals
69.1%
94
2
HNWI
28.7%
39
3
Charitable
2.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 13, 2026
Discretionary100.0%
$140M
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.
Total AUM$140M
Total Accounts292
10Y AUM Change+$18M (+14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee136:1
10Y Employee Change0 (0.0%)
* 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.