Bison Wealth, LLC

Bison Wealth, LLC serves a broad mix of individuals (including high‑net‑worth clients), family offices, corporations, pension and profit‑sharing plans, and other institutional clients. The firm provides advisory and portfolio management, curated model portfolios, access to third‑party managers, financial planning, ERISA retirement‑plan services (including 3(38) and 3(21)(A) roles), and a Turnkey Asset Management Platform (TAMP) for unaffiliated registered investment advisers.

Bison builds outcome‑focused model portfolios (Protection, Lifestyle, Legacy) that blend tactical and strategic allocations across liquid securities, private‑market strategies and alternative investments, and may include interval funds and third‑party models or sub‑advisers. The firm also uses option‑based approaches — including an affiliate‑subadvised put option overlay program and box‑spread strategies — and manages accounts on both discretionary and non‑discretionary bases.

Compared with many enterprise peers, Bison’s offering of TAMP services to other advisers is a distinctive feature, and the firm discloses affiliated arrangements such as its overlay sub‑adviser Liquid Strategies, LLC and a financial interest in Howard Capital Management. Recent developments noted in the brochure include the February 2026 launch of “PowerMy401(k)” to manage workplace retirement accounts and explicit disclosures of promoter‑fee and affiliation arrangements that clients should consider.