Bosman Wealth Management, LLC

Bosman Wealth Management provides fee-based investment advisory services to individuals (including high-net-worth clients) and retirement plan sponsors, offering both discretionary and non-discretionary portfolio management, ERISA 3(21) plan advisory services, and public seminars and workshops. The firm also offers fixed insurance products through its advisory principal as a licensed insurance agent, and reported approximately $140.1 million in discretionary assets under management across about 133 client relationships as of December 31, 2025.

The firm employs a blend of fundamental and technical analysis (including charting and cyclical methods) and uses long- and short-term positions, trading, and options strategies where appropriate, with investment programs tailored to client goals, time horizons, and risk tolerance and documented in client profiles or investment policy statements. Clients may authorize discretionary trading or retain non-discretionary approval rights, and accounts receive periodic reviews as well as reviews triggered by market or client-specific events.

Compared with many solo independent advisers, Bosman Wealth Management combines several less-common services: it provides pension consulting and ERISA 3(21) fiduciary support (including participant education and assistance with qualified default investment alternatives), serves charitable organization clients, and regularly conducts no-fee educational seminars and workshops. The firm discloses its insurance-related activities (the principal devotes roughly 10% of his time to that business) and describes procedures and fiduciary obligations intended to mitigate conflicts when insurance or plan-related recommendations are made.