Adviser Profile
| As of Date | 10/22/2026 |
| Registration status | Registration Changed to BOLLIN WEALTH MANAGEMENT, LLC |
| ADV Location | PERRYSBURG, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 152,691,899 145% |
| of that, discretionary | 486,217 100% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 276,116 77% |
| % High Net Worth | 17.52% 17% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds