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| Bison Wealth Management LLC
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|---|---|
| CRD # | 340724 |
| SEC # | 801-136720 |
| CIK # | 0001845251, 0001633172 |
| AUM | 131.0 M (2026-06-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 216-270-4425 |
| Address | 5010 Mayfield Road Lyndhurst, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.7 | ||
| Nvidia Corp | 23.0 | ||
| Microsoft Corp | 16.8 | ||
| Alphabet Inc | 11.7 | ||
| Amazon Com Inc | 10.8 | ||
| Broadcom Inc | 9.4 | ||
| J P Morgan Chase & Co | 7.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 36.8 |
| (b) Individuals (high net worth individuals) | 48 | 94.2 |
| (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 | 0 | 0.0 |
| (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 | 468 | 131.0 |
| By Discretionary | ||
| Discretionary | 468 | 131.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 468 | 131.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.0 | |
| Total | 468 | 131.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633172] | |
| 13F-HR | [0001845251] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Laminar Wealth LLC
✚
|
MO | 131.8 M |
|
Nest Investments LLC
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|
PA | 131.7 M |
|
Benchmark Financial LLC
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|
DE | 131.6 M |
|
WARM Springs Advisors Inc
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CA | 131.3 M |
|
Middleton & Company
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WA | 131.3 M |
|
Stawnychy Financial Services Inc
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|
NJ | 131.2 M |
|
DMK Advisor Group Inc
✚
|
FL | 130.8 M |
|
Open Source Investments LLC
✚
|
130.7 M | |
|
Weinstat Wealth Management Inc
✚
|
130.7 M | |
|
Lincoln Douglas Investments LLC
✚
|
OH | 130.5 M |