# 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.

- CRD: 145476
- Filed as: BOWERS WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glenbrook, NV
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145476
- AdvisorCensus page: https://advisorcensus.com/firm/bowers-wealth-management-inc-glenbrook-nv-145476

## Quick answers

**How 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.

**How much does Bowers Wealth Management, Inc. charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $298,517,625
- Discretionary: $298,517,625
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $48,732,359 |
| High net worth individuals | 81 | $244,812,245 |
| Charitable organizations | Fewer than 5 | $4,973,021 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, MA, MI, NV, OH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bowerswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,285,442 | 2 | January 13, 2021 |
| October 2022 | $184,843,041 | 2 | January 11, 2022 |
| October 2023 | $148,795,805 | 2 | January 11, 2023 |
| October 2024 | $178,167,780 | 2 | January 19, 2024 |
| October 2025 | $239,960,688 | 2 | January 16, 2025 |
| October 2026 | $298,517,625 | 2 | January 22, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bowers Wealth Management, Inc. (CRD 145476): Form ADV filing data as of October 2026.