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Bollin Wealth Management, LLC

Bollin Wealth Management, LLC. CRD 150396

Bollin Wealth Management, LLC logo

CRD: 150396

Bollin Wealth Management, LLC

Perrysburg, OH, 43551
4198783934
bollinwealth.com
$86.2M Total AUM
$490.0K Disc. AUM
-- 3Y CAGR
4 Employees
170 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Radial oakElement quantum +more
Established Date
06-08-2009
Office Locations
2

Office Locations

842 W. South Boundary St. Perrysburg OH
-- Traverse City MI

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.

Team overview

44 AVG AGE
$28.7M AVG AUM / ADVISOR
$506.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Horizon Glacier legacy Value quantum Wave

Client Personas

Beacon Atlas Radial timber

Custodian

Glacier vertex Prime Ridge north

Fund Managers

Radial

Investment Themes

Zenith Unison Atlas Harbor optima

Investment Vehicles

Matrix fusion

Platform

Radial timber Focus value

Services

Meridian Capital Radial Harbor Beacon summit Optima Unison Harbor legacy

Technology

Ember beacon Frontier Capital quantum Signal horizon Pathway

Owner & Executives

PHILLIP EDWARD BOLLIN

PHILLIP EDWARD BOLLIN

Chief Compliance Officer, President

CRD
#4537321
Ownership
75% or more
(245) 507-8051
north.element@vitalcapital.com
in linkedin.com/in/focus-insight

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Contacts

A

ABBEY CIANCUTTI

--

CRD
#7292856
(715) 765-8012
catalyst.quantum@focuscapital.com
in linkedin.com/in/frontier-radial
G

GEORGE THOMAS DAMASCO JR

FOUNDING PARTNER, Investment Advisor

CRD
#1000231
(662) 691-5203
eagle.crest@foundationcapital.com
in linkedin.com/in/ridge-prime
W

Wave beacon

North foundation vector

CRD
#60712
(933) 890-1576
north.quantum@vertexcapital.com
in linkedin.com/in/vector-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $86,170,000

$86.2M Total SMA
Equity - Exchange:
30.1%
Public Funds:
19.3%
U.S. Government/Agency:
17.8%
Cash:
32.8%
Asset class Assets Assets %
Equity - Exchange $2,285,989,822 30.1%
Public Funds $1,465,767,561 19.3%
U.S. Government/Agency $1,351,847,802 17.8%
Cash $2,491,045,388 32.8%
Total $7,594,650,573 100.0%

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