{
  "crd_number": 321121,
  "slug": "bowman-retirement-planning-fort-mohave-az-321121",
  "primary_business_name": "BOWMAN RETIREMENT PLANNING",
  "legal_name": "CUSTOM WEALTH MANAGEMENT INC",
  "dbas": [],
  "city": "Fort Mohave",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "29420",
  "metro": {
    "cbsa_code": "29420",
    "common_name": "Lake Havasu City",
    "msa_name": "Lake Havasu City-Kingman, AZ",
    "path": "/advisors/az/lake-havasu-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-08-17",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 25575722.0,
  "raum_discretionary": 25575722.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 9791032.0,
      "count": 18
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 15784690.0,
      "count": 9
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA"
  ],
  "websites": [
    "https://bowmanretirementplanning.com",
    "https://bowmansci.com",
    "https://buildingaretirementthatlasts.blubrry.net",
    "https://facebook.com/gary.bowman.5855",
    "https://instagram.com/garybow",
    "https://linkedin.com/in/gary-bowman-cwm",
    "https://youtube.com/@BuildingaRetirementPlan"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321121",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "FORT MOHAVE",
  "url": "https://advisorcensus.com/firm/bowman-retirement-planning-fort-mohave-az-321121",
  "display_name": "Bowman Retirement Planning",
  "summary": "Bowman Retirement Planning is a state-registered investment advisory firm in Fort Mohave, AZ, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Bowman Retirement Planning (CRD 321121): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bowman Retirement Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bowman Retirement Planning reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bowman Retirement Planning located?",
      "a": "Bowman Retirement Planning's principal office is in Fort Mohave, AZ, according to its Form ADV."
    },
    {
      "q": "Is Bowman Retirement Planning registered with the SEC or a state?",
      "a": "Bowman Retirement Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321121."
    },
    {
      "q": "How much does Bowman Retirement Planning manage?",
      "a": "Bowman Retirement Planning reports $25,575,722 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Bowman Retirement Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (9)."
    },
    {
      "q": "Does Bowman Retirement Planning report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321121"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bowman-retirement-planning-fort-mohave-az-321121.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 9791032.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 15784690.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321121",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}