# Bates Wealth Management

Bates Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 284892
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284892

## About

BATES WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers.

## Questions

### Who founded and runs Bates Wealth Management?

The names of the firm's founders and current key principals are not publicly disclosed in a manner that Altss can verify. The firm does not appear to maintain a public-facing website or LinkedIn page with executive biographies, and no founding narrative has been cited in the financial press.

### How much does Bates Wealth Management have in assets under management?

The firm has not publicly disclosed its discretionary or non-discretionary assets under management. Its Form ADV filings do not yield a verifiable AUM figure that can be independently cross-referenced. For this reason, Altss classifies the AUM as undisclosed.

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- [Kevin Hebson & Company](https://altss.com/profile/kevin-hebson-and-company)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/bates-wealth-management-llc

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