# Batman Wealth Management

Batman Wealth Management is a Bank / Wealth / Trust based in Lake Mary, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, United States
- **Assets under management:** Undisclosed
- **Website:** batmanwm.com
- **LinkedIn:** linkedin.com/company/batman-management-group

## Regulatory record

- **CRD number:** 313567
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313567

## About

Batman Wealth Management was established as a US wealth manager and registered investment advisor. It serves individuals, small business owners, and non-profits through standard advisory offerings. The firm provides investment advisory, financial planning, wealth management, and estate management. No specific asset classes, portfolio holdings, or geographic deployments beyond the United States appear in available records. No team size, additional offices, or dated operational events from the last 24 months are documented. No adjacent vehicles or club affiliations are recorded. The firm maintains a conventional RIA structure with no disclosed hybrid elements or succession details.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Batman Wealth Management?

No named principals or CIO appear in public records.

### Does Batman Wealth Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

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- [Bates Financial Advisors](https://altss.com/profile/bates-financial-advisors)
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Last updated: 2026-06-03T20:00:00.000Z

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

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