Data / Investment advisers / Nevada / Bowers Wealth Management, Inc.
Bowers Wealth Management, Inc., Glenbrook, NV: $299 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bowers Wealth Management, Inc. is an SEC registered investment adviser with its main office in Glenbrook, Nevada and reports $299 million in regulatory assets under management in its Form ADV filed January 22, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Bowers Wealth Management, Inc. (CRD number 145476): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145476
- SEC file number
- 801-79671
- SEC status
- Approved, effective May 6, 2014
- Main office
- 1236 U.S. Highway 50 Suite C, Glenbrook, NV 89413
- Phone
- (775) 409-3712
- Website
- bowerswealth.com
- Regulatory AUM
- $298,517,625 in the Form ADV filed January 22, 2026
- Discretionary AUM
- $298,517,625
- Accounts
- 425
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $244.8 million |
| Individuals (other than high net worth individuals) | 89 | $48.7 million |
| Charitable organizations | Fewer than 5 | $5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $298.5 million | January 22, 2026 |
| December 1, 2025 | $240 million | January 16, 2025 |
Other advisers in Nevada
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capstone Capital Wealth Advisors | Henderson | $408.4 million | Not listed | adviserinfo.sec.gov |
| West Ridge Advisors | Henderson | $396 million | Not listed | adviserinfo.sec.gov |
| American Retirement Planning Group Inc | Las Vegas | $348.1 million | Not listed | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | $310.9 million | Not listed | adviserinfo.sec.gov |
| Winans Investments | Las Vegas | $305.6 million | Not listed | adviserinfo.sec.gov |
| Whitebark Investors | Incline Village | $292.4 million | 3 | adviserinfo.sec.gov |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson | $292.1 million | Not listed | adviserinfo.sec.gov |
| One Wealth Map, LLC | Las Vegas | $287.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Nevada
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bowers Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.