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Chief Compliance Officer/managing Member/investment Advisor Representative · Bosman Wealth Management, LLC

Michael L. Bosman

CRD 2724809 · Named on Form ADV at one SEC-registered adviser

At a glance

Bosman Wealth Management, LLC, an SEC-registered wealth manager based in Redlands, CA with $140 million in regulatory assets, lists Michael L. Bosman on its Form ADV as Chief Compliance Officer/managing Member/investment Advisor Representative, a control person.

Firms and roles

  • Bosman Wealth Management, LLCChief Compliance Officer/managing Member/investment Advisor RepresentativeWealth manager · Redlands, CA · $140M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.