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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
Frequently asked questions
Who runs investment decisions at Bosman Wealth Management?
Ronald Bosman is the founder and likely oversees investment decisions. The firm does not publicly list a separate CIO or investment committee structure.
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.
Is Bosman Wealth Management a single family office or does it operate more like a multi-family office?
Bosman Wealth Management is structured as a multi-family office (RIA) serving multiple families. It is not a single-family office for a specific wealth origin.
Does Bosman Wealth Management participate in fund commitments or only direct deals?
The firm likely uses a mix of fund commitments and direct investments through its advisory capacity. Publicly available information does not specify a preference.
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.
How is Bosman Wealth Management related to any larger parent entity?
No parent entity or affiliation has been identified. The firm appears to be independent.
Profile maintained by Altss 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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