B
$131.0M Total AUM
$131.0M Disc. AUM
-- 3Y CAGR
4 Employees
160 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CrestPeak wave +more
- Established Date
- 03-02-2026
- Office Locations
- 3
Office Locations
5010 Mayfield Road Suite 201 Lyndhurst OH
-- Beachwood OH
-- Lancaster SC
About Bison Wealth Management, LLC
Bison Wealth Management, LLC is a Lyndhurst-based RIA with 3 offices. The firm has been operating for 0 years. Managing $131.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
78 AVG AGE
$43.7M AVG AUM / ADVISOR
$818.9K AVG AUM / CLIENT
0.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
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Asset Classes
Beacon ridge
Client Personas
Wave legacy
Custodian
Timber Horizon Wave signal Glacier oak Capital meridian Timber fusion
Investment Themes
Vital alpha
Investment Vehicles
Focus
Platform
Glacier optima
Services
Pathway Meridian Quantum Atlas Focus unison Atlas legacy North Oak beacon
Technology
Ridge prime Insight meridian Legacy
Owner & Executives
DAVID MICHAEL YORMICK
Chief Compliance Officer, Managing Member
- CRD
- #2294565
- Ownership
- 75% or more
(678) 592-9132
vector.summit@oakcapital.com
in linkedin.com/in/vital-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
GARY EVAN FRIEDMAN
Wealth Advisor
- CRD
- #1777181
(479) 399-1635
vital.pioneer@quantumcapital.com
in linkedin.com/in/pioneer-crest
REGINA MAE RYAN
Financial Advisor
- CRD
- #1560072
(974) 720-3569
zenith.focus@catalystcapital.com
in linkedin.com/in/vital-meridian
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,028,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $131,028,624 | -- |
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Separately Managed Accounts
Total SMA Asset: $131,028,624
Equity - Exchange:
7.2% Public Funds:
28.0% Cash:
36.8% U.S. Government/Agency:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $331,308,350 | 7.2% |
| Public Funds | $1,288,421,361 | 28.0% |
| Cash | $1,693,353,788 | 36.8% |
| U.S. Government/Agency | $1,288,421,361 | 28.0% |
| Total | $4,601,504,860 | 100.0% |