Bowman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$500,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
—
About
Bowman Wealth Management serves institutional and nonprofit clients such as endowments, municipalities, trusts and charitable organizations, while also offering advisory services to individuals, estates and corporate clients. The firm provides discretionary investment management, financial planning with an emphasis on planned giving, tax preparation services, and educational speaking engagements and workshops.
The firm implements customized, policy‑based investment solutions, constructing portfolios from mutual funds, ETFs and individual securities and managing assets internally or through selected independent managers with ongoing oversight. Its approach is generally long‑term oriented, adheres to clients’ investment policy statements, and includes regular monitoring and reviews with discretionary trading authority within agreed guidelines.
Distinctive features include a formal focus on philanthropic planning (including written planned giving analyses that consider equity compensation and business-sale gifting) and the provision of tax preparation plus public workshops and keynote presentations on financial literacy and planned giving. Bowman also coordinates with and refers clients to other advisers (attorneys, accountants) and offers both fixed‑fee and hourly financial planning engagements, a combination of services and client types that is less common among investment managers that primarily handle institutional or pooled assets.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Tax preparation, investment management for municipalities and endowments
Tax preparation, investment management for municipalities and endowments
Expertise
Business sale tax planning
Fee options
Basic Financial Plan: $1,200 - $3,000; Tier 1 Comprehensive Plan: $3,000 - $15,000; Tier 2 Comprehensive Plan: $5,000 - $25,000; Planned Giving Plans: $5,000 - $11,000; Tax preparation fees: $250 - $1,200 depending on service
$0 - $2,000,000: 1.10% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - No limit (negotiable): Negotiable $0 - $5,000,000: 0.90% annually (municipalities/endowments/charitable trusts) $5,000,001 - $15,000,000: 0.80% annually (municipalities/endowments/charitable trusts) $15,000,001 - $25,000,000: 0.60% annually (municipalities/endowments/charitable trusts) $25,000,001 - $40,000,000: 0.40% annually (municipalities/endowments/charitable trusts) $40,000,001 - No limit (negotiable): Negotiable (municipalities/endowments/charitable trusts)
$300 per hour for Financial Consultative Review
Account minimum: $500,000 Fee-only: Investment management fees are fee-only; no commissions are charged.
Main office location
Bowman Wealth Management
2400 Herodian Way, Suite 220
Smyrna GA 30080, United States
Number of offices
1
Most active in
Bowman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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