Boatman Wealth Management, LLC

Boatman Wealth Management, LLC is a registered investment adviser (RIA) that offers wealth management services.

Boatman Wealth Management, LLC

Boatman Wealth Management, LLC is a registered investment adviser (RIA) that offers wealth management services. The firm was established as an LLC in the United States, but the founding year and operators are not available in public records. The wealth origin of its clients is undisclosed. Investment strategy includes managing portfolios across asset classes such as equities, fixed income, and alternatives, per the firm's SEC filings. The firm does not disclose specific portfolio companies or co-investors. Geographic focus is domestic US, with no international operations noted. The number of professionals and total AUM are not reported. The firm files Form ADV with the SEC, which indicates it charges fees on a percentage-of-AUM or fixed basis (per SEC, 2025). No recent operational events are available. As an RIA, Boatman Wealth Management operates under a fiduciary duty to its clients, distinguishing it from broker-dealers. The firm's structure as an LLC provides liability protection but offers no unique sourcing model or investment mandate beyond standard wealth management.

linkedin.com/company/boatman-wealth-management-llc

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

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.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.