AdvisorCensus / Financial advisors / Nevada / Bowers Wealth Management, Inc.
Bowers Wealth Management, Inc. is an SEC-registered investment advisory firm in Glenbrook, NV, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.
Quick answers
From the filingHow is Bowers Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Bowers Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Bowers Wealth Management, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated January 22, 2026 states: Up to $100,000: 1.2% a year; $100,000 to $200,000: 1% a year; $200,000 to $300,000: 0.8% a year; $300,000 to $400,000: 0.6% a year; Above $400,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bowers Wealth Management, Inc. located?
Bowers Wealth Management, Inc.'s principal office is in Glenbrook, NV, according to its Form ADV.
Is Bowers Wealth Management, Inc. registered with the SEC or a state?
Bowers Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 145476.
How much does Bowers Wealth Management, Inc. manage?
Bowers Wealth Management, Inc. reports $298,517,625 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).
How have Bowers Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Bowers Wealth Management, Inc.: Regulatory assets under management: $171,285,442 in the October 2021 data and $298,517,625 in the October 2026 data, up 74%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bowers Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (81).
Which custodians does Bowers Wealth Management, Inc. use?
Bowers Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Bowers Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145476
Does Bowers Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated January 22, 2026 says: "To open a BWM managed account, there is a minimum opening balance of $100,000. Under certain circumstances at BWM’s discretion, this minimum requirement may be waived."
What changed in Bowers Wealth Management, Inc.'s recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $239,960,688 to $298,517,625 (+24%). Registered or notice-filed in LA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000 | 1.2% |
| $100,000 to $200,000 | 1% |
| $200,000 to $300,000 | 0.8% |
| $300,000 to $400,000 | 0.6% |
| Above $400,000 | 0.4% |
The brochure's wording
On an annualized basis, BWM’s fees for continuous and regular investment advice and portfolio management services are as follows:
1.2% for the first $100,000
1.0% for the next $100,000
0.8% for the next $100,000
0.6% for the next $100,000
0.4% for amounts above $400,000
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
To open a BWM managed account, there is a minimum opening balance of $100,000. Under certain circumstances at BWM’s discretion, this minimum requirement may be waived.
As stated in the firm's Form ADV Part 2A brochure dated January 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$298,517,625 as of October 2026, filing dated January 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $298,517,625 | 2 | January 22, 2026 |
| October 2025 | $239,960,688 | 2 | January 16, 2025 |
| October 2024 | $178,167,780 | 2 | January 19, 2024 |
| October 2023 | $148,795,805 | 2 | January 11, 2023 |
| October 2022 | $184,843,041 | 2 | January 11, 2022 |
| October 2021 | $171,285,442 | 2 | January 13, 2021 |
Regulatory assets under management: $171,285,442 in the October 2021 data and $298,517,625 in the October 2026 data, up 74%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $239,960,688 to $298,517,625 (+24%).
- Registered or notice-filed in LA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bowers Wealth Management, Inc. (CRD 145476): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bowers-wealth-management-inc-glenbrook-nv-145476