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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-2008
- Office Locations
- 2
Office Locations
About Bowers Wealth Management, Inc.
Bowers Wealth Management, Inc. is a registered investment adviser providing investment advisory and portfolio construction/asset management for clients including entrepreneurs. The firm emphasizes a disciplined asset-allocation approach and uses primarily public funds such as mutual funds, with an interest in themes like infrastructure. It also publishes regular market “Viewpoints” commentary; custody includes Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN WILSON BOWERS
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President
- CRD
- #5436695
- Ownership
- 75% or more
KARSTEN AUSTIN DORNSEIF
Advisor, Secretary
- CRD
- #5645775
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $298,517,625 | $702,394 |
| Non-Discretionary | $0 | -- |
| Total | $298,517,625 | $702,394 |
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Separately Managed Accounts
Total SMA Asset: $298,517,625
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,803,634,065 | 46.8% |
| Cash | $4,323,789,151 | 53.2% |
| Total | $8,127,423,216 | 100.0% |