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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Atlas
- Established Date
- 09-15-2021
- Office Locations
- 1
Office Locations
About Bormann Wealth Management, LLC
Bormann Wealth Management is an independent, fee-only RIA providing in-house portfolio management and financial planning for busy professionals—especially educators, attorneys, business owners, and early retirees, including those navigating public pension decisions. The firm emphasizes fundamental research, low-overhead implementation, and a transparent process aimed at growing and preserving wealth. Founded by Nick Bormann, Ph.D., CFP®. Currently open to new clients with limited household capacity.
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Owner & Executives
NICHOLAS FORBES BORMANN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6577036
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,433,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,433,590 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,433,590
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $929,197,416 | 13.7% |
| Corporate - Investment Grade | $454,425,014 | 6.7% |
| Sovereign Bonds | $949,544,804 | 14.0% |
| U.S. Government/Agency | $1,119,106,377 | 16.5% |
| Cash | $1,146,236,228 | 16.9% |
| Corporate - Non-Investment Grade | $1,234,408,246 | 18.2% |
| Municipal Bonds | $949,544,804 | 14.0% |
| Total | $6,782,462,889 | 100.0% |