Boatman Wealth Management, LLC

Boatman Wealth Management, LLC (CRD# 151150) is a financial advisory firm headquartered in Monessen, PA. They manage $2,300,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2 Eastgate Avenue, Suite 5, Monessen, PA 15062
http://boatmanwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $121,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Boatman Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Boatman, financial advisor Monessen PA
Gary W. Boatman
CRD#: 5699740
2 Eastgate Avenue, Suite 5, Monessen, PA 15062

Gary Boatman (CRD# 5699740) is an Investment Advisor Representative working at Boatman Wealth Management, LLC in Monessen, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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