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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- PeakDelta
- Established Date
- 06-25-2021
- Office Locations
- 1
Office Locations
About Bison Creek Wealth Management LLC
Bison Creek Wealth Management builds customized, goal-based portfolios for individuals and businesses, pairing financial planning (including retirement and estate planning) with investment management focused on growth, risk control, and navigating volatility. Led by CIO Jeff W. Bruce (building strategies since 2009), the firm uses a fee-sensitive, open-architecture mix of passive and active solutions with no placement fees or rebates.
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Owner & Executives
Jeffery Wayne Bruce
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #5688862
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,217,786 | $166,992 |
| Non-Discretionary | $291,039,152 | $145,519,576 |
| Total | $317,256,938 | $1,995,327 |
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Separately Managed Accounts
Total SMA Asset: $317,256,938
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,532,588,941 | 100.0% |
| Total | $2,532,588,941 | 100.0% |