# Bold Vision Financial

Bold Vision Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** https://boldvisionfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/bold-vision-financial

## Regulatory record

- **CRD number:** 316268
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316268

## About

Bold Vision Financial delivers advice-only financial planning for people who see wealth as a vehicle to a more fulfilling, bold life. The firm works with women, families, co-dreaming couples, people experiencing life changes, and entrepreneurs. Clients pay for guidance only; the firm does not receive commissions or sell products, and clients can keep investments anywhere they like.

## People

- Amy Rosenow — CFA, CFP®, Founder

## Related profiles

- [Brasa Capital Management](https://altss.com/profile/brasa-capital-management)
- [LEGATUM SERVICES LLC](https://altss.com/profile/legatum-services-llc)

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Last updated: 2026-08-11T15:06:20.694Z

Canonical page: https://altss.com/profile/bold-vision-financial

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