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⚲
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| Bosman Wealth Management LLC
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|
|
|---|---|
| CRD # | 290550 |
| SEC # | 801-132247 |
| CIK # | 0002066260 |
| AUM | $140.1 M (2026-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 909-792-6765 |
| Address | 555 Cajon Street Redlands, CA 92373 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 11.0 | ||
| Alphabet Inc | 8.7 | ||
| Nvidia Corp | 8.4 | ||
| TechnipFMC PLC | 8.3 | ||
| Micron Technology Inc | 5.6 | ||
| SPDR Gold Trust | 5.4 | ||
| Marvell Technology Inc | 4.9 | ||
| Amazon Com Inc | 4.7 | ||
| GE Vernova Inc | 4.1 | ||
| Microsoft Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 34.7 |
| (b) Individuals (high net worth individuals) | 39 | 103.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 140.1 |
| By Discretionary | ||
| Discretionary | 292 | 140.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 292 | 140.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.1 | |
| Total | 292 | 140.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066260] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Barnett & Co Inc
✚
|
TN | 0.1 |
|
Midwest Financial Network LLC
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|
IL | 0.1 |
|
MPWA Inc
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|
CA | 0.1 |
|
RSG Investments LLC
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|
KS | 0.1 |
|
Hoya Capital Real Estate LLC
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|
CT | 0.1 |
|
Wisdom Wealth Investment Advisors LLC
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|
AZ | 0.1 |
|
Metanoia Financial LLC
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|
0.1 | |
|
TKC Wealth Management LLC
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|
TX | 0.1 |
|
Tarheel Advisors LLC
✚
|
NC | 0.1 |
|
Ruggiero Investments Inc
✚
|
FL | 0.1 |