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BOATMAN WEALTH MANAGEMENT, LLC

CRD 151150

Visit website

2 EASTGATE AVENUE, SUITE 5, MONESSEN, PA, 15062, United States

Phone

724-684-6600

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$4.0M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps; 33 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals27$3.9M
Charitable organizations1$150K

All web addresses on file

Official SEC filing: View on IAPD