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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-08-2009
- Office Locations
- 2
Office Locations
About Bollin Wealth Management, LLC
Bollin Wealth Management is a fee-only, CFP professional firm providing holistic financial and retirement planning and ongoing portfolio management for individuals, families, and businesses. Its disciplined, engineering-based “Financial Engineering Process” emphasizes fiduciary, conflict-free advice, cost control, and risk management, drawing on academic/Nobel Prize–informed strategies. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.6% is discretionary and 99.4% is non-discretionary.
The firm reports 3 advisory representatives and 170 clients, or 56.7 clients per representative. That equates to $506.9K in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
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Owner & Executives
PHILLIP EDWARD BOLLIN
Chief Compliance Officer, President
- CRD
- #4537321
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ABBEY CIANCUTTI
Financial Paraplanner
- CRD
- #7292856
GEORGE THOMAS DAMASCO JR
FOUNDING PARTNER, Investment Advisor
- CRD
- #1000231
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $490,000 | -- |
| Non-Discretionary | $85,680,000 | -- |
| Total | $86,170,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bollin Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.