AdvizorPro

Bowers Wealth Management, Inc.

Bowers Wealth Management, Inc.. CRD 145476

B

CRD: 145476

Bowers Wealth Management, Inc.

Glenbrook, NV, 89413
7754093712
$298.5M Total AUM
$298.5M Disc. AUM
26.1% 3Y CAGR
2 Employees
170 ADV. Clients
18 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
01-10-2008
Office Locations
2

Office Locations

1236 U.s. Highway 50 Suite C Glenbrook NV
-- Penryn CA

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

-- AVG AGE
$149.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
18 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

Request access to benchmark trends tied to bridge.
Open the full profile to inspect shifts in prime delta.
Full visibility includes strategy notes for vector bridge.
Open the full profile to inspect shifts in insight wave.
Unlock to see real insight on wave vertex.
See the complete signal summary connected to oak optima.
See the complete signal summary connected to signal harbor.
See the complete signal summary connected to glacier.

Client Personas

Matrix

Custodian

Eagle Prime

Investment Themes

Momentum

Investment Vehicles

North peak

Services

Atlas harbor Peak

Owner & Executives

J

JOHN WILSON BOWERS

Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President

CRD
#5436695
Ownership
75% or more
(381) 711-9922
eagle.legacy@valuecapital.com
in linkedin.com/in/catalyst-focus
K

KARSTEN AUSTIN DORNSEIF

Advisor, Secretary

CRD
#5645775
Ownership
25% but less than 50%
(781) 789-9124
ember.pathway@eaglecapital.com
in linkedin.com/in/foundation-focus

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-11-2022
01-11-2023
01-19-2024
01-16-2025
01-22-2026
Category Assets AVG. Account size
Discretionary $298,517,625 $702,394
Non-Discretionary $0 --
Total $298,517,625 $702,394

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $298,517,625

$298.5M Total SMA
Public Funds:
46.8%
Cash:
53.2%
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%

Start a free trial and
prospect smarter