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Boatman Wealth Management, LLC
Boatman Wealth Management, LLC is a State Registered Investment Advisor offering investment advisory services. The firm helps people develop strategies to...
Overview
Boatman Wealth Management, LLC is a State Registered Investment Advisor offering investment advisory services. The firm helps people develop strategies to minimize tax costs, grow and protect family wealth, and leave a substantial financial legacy. Its goal is to provide financial freedom.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Boatman Wealth Management?
The firm's principals are not publicly named in available records. SEC Form ADV filings do not list specific investment decision-makers. Institutional allocators should request this information during due diligence.
How is Boatman Wealth Management structured as a firm?
Boatman Wealth Management is organized as a limited liability company (LLC) and registered as an investment adviser with the SEC. It operates under a fiduciary standard, meaning it is legally obligated to act in clients' best interests when providing investment advice.
What services does Boatman Wealth Management provide?
Based on its SEC registration, the firm offers portfolio management and financial planning services. Fees are charged either as a percentage of assets under management or on a fixed basis, per its Form ADV filing.
Does Boatman Wealth Management disclose its assets under management?
No, the firm does not publicly report AUM. Public records from the SEC do not include a current AUM figure. The firm's AUM status is undisclosed.
What investment strategies does Boatman Wealth Management use?
The firm's strategies include managing client portfolios across equities, fixed income, and alternative investments, per its SEC filings. Specific allocation details or mandate limitations are not publicly available.
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