LYNDHURST, OHCRD 340724Registration Status: ApprovedEffective since July 13, 2026Latest ADV June 11, 2026
Bison Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lyndhurst, OH. Its latest Form ADV filing, dated June 11, 2026, reports $131M in regulatory assets under management, 4 employees, and 468 accounts.
Assets Under Management
$131M
Employees
4
Offices
--
Total Clients
160
Primary office
LYNDHURST, OH
5010 MAYFIELD ROAD, SUITE 201, LYNDHURST, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
112
2
HNWI
30.0%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of June 11, 2026
Discretionary100.0%
$131M
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$131M
Total Accounts468
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.