# Fowler Wealth Management

> Fowler Wealth Management is a state-registered investment advisory firm in Lake City, SC, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 332158
- Filed as: FOWLER WEALTH MANAGEMENT
- Legal name: Fowler Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake City, SC
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332158
- AdvisorCensus page: https://advisorcensus.com/firm/fowler-wealth-management-lake-city-sc-332158

## Quick answers

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

**Where is Fowler Wealth Management located?**
Fowler Wealth Management's principal office is in Lake City, SC, according to its Form ADV.

**Is Fowler Wealth Management registered with the SEC or a state?**
Fowler Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332158.

**How much does Fowler Wealth Management manage?**
Fowler Wealth Management reports $20,917,251 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Fowler Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (5).

**Does Fowler Wealth Management 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/332158

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,917,251
- Discretionary: $20,917,251
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $2,545,154 |
| High net worth individuals | 5 | $18,372,097 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fowler Wealth Management (CRD 332158): Form ADV filing data as of October 2026.