B
Bowen Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,368,678
Clients
359
7% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
359
Very HighAverage account size
$204,370
About
Bowen Wealth provides ongoing, discretionary portfolio management primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each account and offering services such as investment strategy, asset allocation, asset selection, and regular portfolio monitoring. The firm advises across a broad set of investment types including mutual funds, fixed income, ETFs (including precious‑metal ETFs), real estate funds/REITs, private equity and venture capital funds, private placements, commodities, and annuities.
The firm’s investment process combines charting, fundamental, quantitative, and technical analysis and is implemented with a long‑term trading orientation; client risk tolerances and time horizons are documented in each IPS and reviewed periodically. Bowen Wealth may use third‑party advisers or allocate to external managers and private funds, operates with discretionary trading authority, requires custody at a designated broker‑dealer, and provides monthly account statements and reporting.
Noteworthy aspects include a high client‑to‑advisor ratio—about 359 clients per advisor—which indicates a model that applies a consistent suite of services while tailoring implementation through each client’s IPS. The firm’s principal is a licensed insurance agent and may offer commissionable insurance products (including annuities), a relationship the brochure discloses as a potential conflict of interest that clients are not required to accept.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Annuities
Real estate investing
Fee options
All Assets+: 1.50%
Main office location
Bowen Wealth
302 Wingo Way, Suite 203
Mount Pleasant SC 29464, United States
Number of offices
1
Most active in
Bowen Wealth has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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