BOLLIN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$152,691,899
Discretionary
$486,217
Non-discretionary
$152,205,682
Firm details
- CRD number
- 150396
- SEC file number
- 801-137559
- Main office
- PERRYSBURG, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPs://WWW.BOLLINWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.