1236 U.S. Highway 50
Suite C
Glenbrook, Nevada 89413
Tel: 775-409-3712
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145476 |
| SEC# | 801-79671 |
| Assets Managed by Firm | $239,960,688 |
| No. of Clients | 370 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 370 | $239,960,688 |
| Individuals (other than high net worth individuals) | 81 | $43,181,285 |
| High net worth individuals | 70 | $192,456,806 |
| Charitable organizations | Fewer than 5 clients | $4,322,597 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $17,032,495,600 | 83 | 8 | |
| $6,645,705,545 | 99569 | 28 | |
| $6,522,387,220 | 16327 | 149 | |
| $4,662,466,719 | 28 | 45 | |
| $4,059,517,879 | 39 | 36 |
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