A complete list of active advisors currently associated with Bolhan Wealth

Warmer can help you find a great advisor at Bolhan Wealth or one who fits your needs even better.

Bolhan Wealth is a registered investment adviser that provides portfolio management and financial planning services to individuals, high‑net‑worth clients, and business entities, and it also works through third‑party money managers and pooled strategies. The firm was formed in May 2025 and, as of March 2026, reported no discretionary or non‑discretionary assets under management. The firm documents client objectives in written investment policy statements and may manage accounts on a discretionary or non‑discretionary basis, typically placing client assets onto a third‑party platform or with independent managers for implementation. Its stated methods of analysis include fundamental, quantitative, technical, cyclical, charting and modern portfolio theory, and it generally emphasizes long‑term strategies while retaining the ability to employ short‑term trading and options strategies where appropriate. Noteworthy features in the brochure include an affiliation with a licensed CPA firm and advisors who continue to provide accounting services, a relationship the firm discloses as a potential conflict of interest. Bolhan Wealth also highlights its practice of selecting and supervising other advisers via the SEI platform and related independent managers — an arrangement (including receipt of platform and soft‑dollar benefits) that the firm says it will manage through disclosure and oversight and that is less common among peers.

To learn more about the advisors currently working at Bolhan Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.