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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bison Creek Wealth Management LLC
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|---|---|
| CRD # | 314991 |
| SEC # | 801-121632 |
| CIK # | |
| AUM | $271.6 M (2025-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 434-826-2029 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 14.2 |
| (b) Individuals (high net worth individuals) | 8 | 16.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 241.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 271.6 |
| By Discretionary | ||
| Discretionary | 76 | 30.3 |
| Non-Discretionary | 2 | 241.3 |
| Total | 78 | 271.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.6 | |
| Total | 78 | 271.6 |
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|---|---|---|
|
GHE LLC
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TN | 0.3 |
|
Access Financial Group Inc
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IL | 0.3 |
|
TKG Advisors LLC
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IN | 0.3 |
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Dreher Investment Services Inc
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TX | 0.3 |
|
Wilkerson Advisory Group LLC
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MO | 0.3 |
|
Power Financial Partners LLC
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FL | 0.3 |
|
Second 50 Financial LLC
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|
CA | 0.3 |
|
One One Wealth Management LLC
✚
|
FL | 0.3 |
|
GS Investments Inc
✚
|
MN | 0.3 |
|
Wealth Management CPAS LLC
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|
UT | 0.3 |