$140.1M Total AUM
$140.1M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-15-2017
- Office Locations
- 1
Office Locations
555 Cajon Street Suite D Redlands CA
About Bosman Wealth Management, LLC
Bosman Wealth Management, LLC is a Redlands-based RIA. The firm has been operating for 8 years. Managing $140.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
49 AVG AGE
$140.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Insight Insight
Client Personas
Pathway value
Investment Themes
Bridge Wave unison
Investment Vehicles
Ridge
Platform
Momentum wave
Services
Momentum element Oak Delta glacier Momentum Element
Owner & Executives
MICHAEL LEE BOSMAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Senior Investment Advisor
- CRD
- #2724809
- Ownership
- 75% or more
(910) 895-8959
value.oak@catalystcapital.com
in linkedin.com/in/meridian-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,080,363 | $479,727 |
| Non-Discretionary | $0 | -- |
| Total | $140,080,363 | $479,727 |
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Separately Managed Accounts
Total SMA Asset: $140,080,363
Equity - Exchange:
32.8% Public Funds:
40.0% Cash:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,284,702,216 | 32.8% |
| Public Funds | $2,786,222,214 | 40.0% |
| Cash | $1,894,631,106 | 27.2% |
| Total | $6,965,555,536 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE TIMBER UNISON | BRIDGE OPTIMA | M9NQXHBPS | RFAN | 2.43% | $57,565,489 |
| MATRIX FRONTIER | MATRIX VITAL | WSZ2E7U2T | IDCWL | 7.15% | $74,635,054 |
| FOCUS TIMBER | RADIAL GLACIER | VKPIBSKVQ | UHDGN | 1.94% | $20,992,071 |
| GLACIER WAVE FUSION | FUSION CAPITAL | 3RDP64S2S | NFQNF | 9.56% | $71,464,096 |
| BRIDGE FOCUS | MATRIX QUANTUM | KRO8RKG29 | FXTU | 9.97% | $79,549,057 |
| VITAL MERIDIAN ATLAS | INSIGHT PEAK | MJ1C47VTD | VJSGB | 11.78% | $62,387,775 |
| ELEMENT EAGLE | FOCUS CAPITAL | N7AH9ZMV5 | ECW | 2.71% | $16,864,328 |
| VITAL BEACON LEGACY | CAPITAL QUANTUM | US46W1MGL | XRU | 3.25% | $6,395,060 |