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

BOWMAN WEALTH MANAGEMENT, LLC

Advisory

HERSHEY, PA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in PA

#881

of 1,528 advisers by AUM

Average account

$329K

across 293 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$96M

Discretionary %

100%

Clients

293

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients293

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, NC, PA

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

293 clients

14 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 PA

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

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BARRISTER WEALTH MANAGEMENT, LLC

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$97M

MARSDEN CAPITAL MANAGEMENT, LLC.

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$95M

-1.6% 1Y

PNC BROKERAGE CORP

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$95M

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ROWLEY & ASSOCIATES, INC.

LANCASTER, PA

$98M

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