Bison Creek Wealth Management LLC

Bison Creek Wealth Management provides ongoing portfolio management and pension consulting to individuals, high‑net‑worth individuals, and pension/profit‑sharing plans. The firm documents client goals and risk tolerance in individualized Investment Policy Statements and offers services including asset allocation, asset selection, and regular portfolio monitoring.

Its investment process combines fundamental analysis, modern portfolio theory, quantitative and technical methods and relies on a long‑term trading approach with accounts reviewed at least monthly by the firm’s managing member/Compliance Officer. Although the adviser generally seeks discretionary authority in client agreements, the firm’s December 2022 Form ADV reports the majority of its assets as managed on a non‑discretionary basis (about $221.0 million non‑discretionary versus $21.9 million discretionary) and requires custody through Schwab Institutional.

Noteworthy features relative to peers include the firm’s scale versus staffing: the brochure reports roughly $271.6 million in total AUM across about 76 client relationships, creating an unusually high AUM‑per‑advisor profile for a supported firm. The brochure also emphasizes that the firm does not participate in wrap fee programs, does not select third‑party managers, and delivers custodial account statements and separate quarterly reports to clients.