Boatman Wealth Management, LLC

Boatman Wealth Management serves individual investors and charitable organizations, providing portfolio management through third-party money managers, financial planning and consulting, and related services such as insurance products, college-planning guidance, and referrals for tax preparation. Clients are placed on managed programs administered by firms such as Valor and Gradient, and financial plans are offered on an hourly or fixed-fee basis.

The firm largely implements client objectives by selecting model portfolios and referring assets to third‑party managers, acting as a liaison and providing ongoing monitoring and client service rather than executing proprietary trading strategies. As disclosed in the ADV, the majority of the firm’s assets are managed on a non‑discretionary basis through those managers, and fees are collected through the managers’ platforms and billed as a percentage of assets.

Noteworthy distinctions include the principal’s active outside business activities as a licensed insurance agent and owner of college‑planning and tax‑preparation businesses, and the firm’s receipt of commissions for insurance products and referral fees from third‑party managers; these arrangements are disclosed in the brochure and described as mitigated by disclosure and the firm’s fiduciary obligations. The firm’s small client roster and emphasis on non‑high‑net‑worth individuals, combined with its reliance on referral‑based third‑party management, set it apart from many peers that operate with more discretionary in‑house AUM and fewer ancillary compensation lines.