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BOWERS WEALTH MANAGEMENT, INC.

1236 U.S. Highway 50
Suite C
Glenbrook, Nevada 89413
Tel: 775-409-3712

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About BOWERS WEALTH MANAGEMENT, INC.

BOWERS WEALTH MANAGEMENT, INC, formally registered with the SEC as BOWERS WEALTH MANAGEMENT, INC. The firm was established in 05/06/2014. They have over 2 offices throughout the country.

BOWERS WEALTH MANAGEMENT, INC. is a Glenbrook, Nevada based Financial Planning firm with nearly $239,960,688 assets under management, offering retirement planning & investment advisory services to 370 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145476
SEC#801-79671
Assets Managed by Firm$239,960,688
No. of Clients370
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total370$239,960,688
Individuals (other than high net worth individuals)81$43,181,285
High net worth individuals70$192,456,806
Charitable organizationsFewer than 5 clients$4,322,597

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