RIA Intel›Advisers›Ohio›BOLLIN WEALTH MANAGEMENT, LLC

BOLLIN WEALTH MANAGEMENT, LLC

Advisory

PERRYSBURG, OH

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in OH

#635

of 748 advisers by AUM

Average account

$189K

across 457 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$86M

Discretionary AUM$490K

Non-Discretionary AUM$86M

Discretionary %0.6%

Total Clients165

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, OH

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

165 clients

26 high-net-worth

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

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Advisers of similar size in OH

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

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$85M

BULLROCK CAPITAL, LLC

$88M

NEW ALBANY CAPITAL PARTNERS, LLC

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