RIA Intel›Advisers›Pennsylvania›BOATMAN WEALTH MANAGEMENT, LLC

BOATMAN WEALTH MANAGEMENT, LLC

Advisory

MONESSEN, PA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in PA

#1,425

of 1,528 advisers by AUM

Average account

$144K

across 26 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients26

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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CERNESE, MARK ANTHONY

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