9AT: BISON WEALTH MANAGEMENT, LLC

BISON WEALTH MANAGEMENT, LLC

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As of Date	09/18/2026
Websites

AUM^*	140,726,864 -5%
of that, discretionary	140,726,864 1302%
Number of Employees	5 400%
of those in investment advisory functions	4 300%
Private Fund GAV^*	0
Avg Account Size	284,297 -15%
High Net Worth	30.54% -39%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

- Financial planning services
- Portfolio management for individuals and/or small businesses

- A percentage of assets under your management
- Hourly charges

1 1 1 1

Discretionary

Non-discretionary

No private funds

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}