$91.3M Total AUM
$91.3M Disc. AUM
-- 3Y CAGR
2 Employees
287 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector quantum
- Established Date
- 03-04-2026
- Office Locations
- 1
Office Locations
-- Annville PA
About Bowman Wealth Management Group
Bowman Wealth Management Group is a Annville-based RIA. The firm has been operating for 0 years. Managing $91.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
50 AVG AGE
$45.7M AVG AUM / ADVISOR
$318.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Asset Classes
Capital Prime
Client Personas
Wave Optima Focus horizon
Custodian
Value foundation Ember atlas Radial peak Glacier Horizon foundation
Investment Themes
Summit peak Quantum Oak Oak
Investment Vehicles
Frontier capital Focus frontier
Services
Timber capital Capital vital Pioneer Horizon north Timber Ridge Pathway Radial alpha Glacier
Technology
Legacy
Owner & Executives
M
MARC EDWARD BOWMAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #3150989
- Ownership
- 75% or more
(392) 322-9762
vertex.harbor@pathwaycapital.com
in linkedin.com/in/north-element
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jared Edward Bowman
--
- CRD
- #8205757
(296) 241-5311
foundation.glacier@primecapital.com
in linkedin.com/in/eagle-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,315,149 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,315,149 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,315,149
Public Funds:
27.0% Equity - Exchange:
8.0% Other:
15.7% Corporate - Investment Grade:
26.7% Municipal Bonds:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $157,644,474 | 27.0% |
| Equity - Exchange | $46,709,474 | 8.0% |
| Other | $91,667,342 | 15.7% |
| Corporate - Investment Grade | $155,892,869 | 26.7% |
| Municipal Bonds | $131,954,264 | 22.6% |
| Total | $583,868,423 | 100.0% |