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BOLLIN WEALTH MANAGEMENT, LLC
CRD 150396
842 W. SOUTH BOUNDARY ST., PERRYSBURG, OH, 43551, United States
Phone
419-878-3934
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.2M
Discretionary AUM
$490K
Team
4 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $31.8M |
| High net worth individuals | 26 | $54.0M |
| Charitable organizations | 1 | $393K |
All web addresses on file
- HTTPs://WWW.BOLLINWEALTH.COM
- https://www.facebook.com/bollinwealth
- https://www.linkedin.com/company/3099384
- https://www.twitter.com/bollinwealth
- https://www.flatfeecfp.com
- https://www.perrysburgfinancialplanner.com
- https://www.perrysburgfinancialplanning.com
- https://www.toledofinancialplanners.com
- https://www.philbollin.com
- https://www.phillipbollin.com
- https://www.phillipebollin.com
- https://www.bollinwealthmgt.com
- https://www.bollinwealthmanagement.com
Official SEC filing: View on IAPD