# Cowling Bay Wealth Management, LLC

> Cowling Bay Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 305685
- Filed as: COWLING BAY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305685
- AdvisorCensus page: https://advisorcensus.com/firm/cowling-bay-wealth-management-llc-305685

## Quick answers

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

**Is Cowling Bay Wealth Management, LLC registered with the SEC or a state?**
Cowling Bay Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305685.

**How much does Cowling Bay Wealth Management, LLC manage?**
Cowling Bay Wealth Management, LLC reports $25,490,197 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Cowling Bay Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Cowling Bay 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/305685

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,490,197
- Discretionary: $25,490,197
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $25,490,197 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cowlingbay.com
- LinkedIn @cowling-bay-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cowling Bay Wealth Management, LLC (CRD 305685): Form ADV filing data as of October 2026.