Bowman Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2400 Herodian Way SE Ste 220, Smyrna, Ge...

Phone Number

(310) 556-9639

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Bowman Wealth Management

Bowman Wealth Management, LLC is a registered investment advisory firm based in the Greater Atlanta area, specializing in wealth management and philanthropic planning. Led by Valerie J. Bowman, a Certified Private Wealth Advisor and Chartered Advisor in Philanthropy, the firm offers tailored investment management services for individuals, municipalities, and non-profit endowments. The firm focuses on guiding clients through wealth accumulation, management, and transfer, while also providing strategic tax planning and charitable giving solutions. Their target clients include high-net-worth individuals, professional athletes, families with established family offices, and non-profit organizations.Explore more
Popular SearchesBowman Wealth ManagementBowman Wealth Management LLCWww Bowmanwealthmanagementbowman LLCSIC Code 62,628NAICS Code 52,523Show more

Bowman Wealth Management Org Chart

VB
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President & Chief Executive Officer

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Brooks Bowman, President at Bowman Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bowman Wealth Management

<$5M
1-10
Private
-
2016
VB
Valerie BowmanPresident & CEO
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
$5M
1-10
Private
-
2012
JG
Jordyn GermolesOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
SM
Stefanie MorganManager, Wealth
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bowman Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bowman Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bowman Wealth Management.

Bowman Wealth Management Tech Stack

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Frequently Asked Questions Regarding Bowman Wealth Management

What is Bowman Wealth Management's official website?
Bowman Wealth Management's official website is www.bowmanwealthmanagement.com
What is Bowman Wealth Management's Revenue?
Bowman Wealth Management's revenue is <$5 Million
What is Bowman Wealth Management's SIC code?
Bowman Wealth Management's SIC: 62,628
What is Bowman Wealth Management's NAICS code?
Bowman Wealth Management's NAICS: 52,523
How many employees does Bowman Wealth Management have?
Bowman Wealth Management has 1-10 employees
What industry does Bowman Wealth Management belong to?
Bowman Wealth Management is in the industry of: Finance, Securities Trading
What is Bowman Wealth Management competition?
Bowman Wealth Management top competitors include: Navigation Retirement Group, Bagby Wealth Management, Smith Wealth Management Group TX, Vinson Financial Group
What technology does Bowman Wealth Management use?
Some of the popular technologies that Bowman Wealth Management uses are: Cloudflare Website Optimization, Amazon Web Hosting, Cloudflare Security, Google Workspace
How do I contact Bowman Wealth Management?
Bowman Wealth Management contact info: Phone number: (310) 556-9639 Website: www.bowmanwealthmanagement.com
What does Bowman Wealth Management do?

Bowman Wealth Management, LLC is a registered investment advisory firm based in the Greater Atlanta area, specializing in wealth management and philanthropic planning. Led by Valerie J. Bowman, a Certified Private Wealth Advisor and Chartered Advisor in Philanthropy, the firm offers tailored investment management services for individuals, municipal... ities, and non-profit endowments. The firm focuses on guiding clients through wealth accumulation, management, and transfer, while also providing strategic tax planning and charitable giving solutions. Their target clients include high-net-worth individuals, professional athletes, families with established family offices, and non-profit organizations.Read More

Is Bowman Wealth Management a public company?
Bowman Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Bowman Wealth Management

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