CRD: 151150
Boatman Wealth Management, LLC
$4.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2009
- Office Locations
- 1
Office Locations
2 Eastgate Avenue Suite 5 Monessen PA
About Boatman Wealth Management, LLC
Boatman Wealth Management, LLC is a Monessen-based RIA. The firm has been operating for 16 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
72 AVG AGE
$4.0M AVG AUM / ADVISOR
$65.6K AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GARY WILLIAM BOATMAN MR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5699740
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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