# Bollinger Wealth Management LLC

> Bollinger Wealth Management LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 292344
- Filed as: BOLLINGER WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292344
- AdvisorCensus page: https://advisorcensus.com/firm/bollinger-wealth-management-llc-292344

## Quick answers

**How is Bollinger Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bollinger Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Bollinger Wealth Management LLC registered with the SEC or a state?**
Bollinger Wealth Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292344.

**How much does Bollinger Wealth Management LLC manage?**
Bollinger Wealth Management LLC reports $15,356,230 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Bollinger Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (5).

**Does Bollinger Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292344

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,356,230
- Discretionary: $15,356,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,845,190 |
| High net worth individuals | 5 | $13,511,040 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bollingerwealth.com
- Facebook @bollingerwealth
- Instagram @bollingerwealth
- LinkedIn @bollingerwealth
- X @BollingerWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bollinger Wealth Management LLC (CRD 292344): Form ADV filing data as of October 2026.