1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BISON CREEK WEALTH MANAGEMENT LLC

Map pin
Phone4348262029
NotebookSEC #801-121632
Total AUM
$317.3M
Employees
1
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
4348262029

ReceiptFinancials

Total AUM
$317.3M
Accounts
159
Discretionary
$26.2M
Accounts
157
Non-Discretionary
$291M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
68
AUM
$12.2M
HNW Individual Clients
8
AUM
$14M
Pension/Profit Sharing Plan Clients
2
AUM
$291M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account