# Bormann Wealth Management, LLC

> Bormann Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 316256
- Filed as: BORMANN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316256
- AdvisorCensus page: https://advisorcensus.com/firm/bormann-wealth-management-llc-316256

## Quick answers

**How is Bormann Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bormann Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bormann Wealth Management, LLC registered with the SEC or a state?**
Bormann Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316256.

**How much does Bormann Wealth Management, LLC manage?**
Bormann Wealth Management, LLC reports $8,433,590 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Bormann Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Bormann 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/316256

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,433,590
- Discretionary: $8,433,590
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,433,590 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bormannwm.com
- nickbormann.com
- LinkedIn @bormannwm
- LinkedIn @nfbormann
- X @nickbormann

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bormann Wealth Management, LLC (CRD 316256): Form ADV filing data as of October 2026.