BOWEN WEALTH
  • BOWEN WEALTH
  • BOWEN WEALTH LLC

Adviser Profile

As of Date 08/13/2023
Registration status Registration Changed to BOWEN WEALTH LLC
ADV Location MOUNT PLEASANT, SC, United States
Contact Info 843 xxxxxxx
Websites
AUM* 50,160,000
of that, discretionary 50,160,000
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 128,615 -19%
% High Net Worth 2.84%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

58M 49M 41M 33M 25M 16M 8M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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