Multi-Family OfficeRIA · CRD 290550SEC-Registered

Updated:

Bosman Wealth Management

BOSMAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in REDLANDS, CA, registered since 2025. The firm manages approximately $140 million in...

Bosman Wealth Management

BOSMAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in REDLANDS, CA, registered since 2025. The firm manages approximately $140 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Redlands

Corporate office

Grand Rapids, MI, United States

Principals

Ronald Bosman

Founder

Sector focus

Wealth ManagementPrivate WealthFinancial Planning

Frequently asked questions

How does Bosman Wealth Management source proprietary deal flow?

The firm relies on its advisor network and external partners for deal flow. It does not have a publicly disclosed proprietary sourcing platform.

What investment stages does Bosman Wealth Management typically target?

The firm targets a broad range of investment stages, focusing on growth and preservation across public and private markets. Specific stage preferences are not disclosed.

Which sectors does Bosman Wealth Management explicitly avoid?

No explicit sector avoidance is publicly documented by the firm.

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

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