Bowen Wealth
12yrs
12 years in the industry
Bowen Wealth
Mount Pleasant, SC. Legal name: Bowen Wealth LLC
About the firm
A registered investment advisory firm based in Mount Pleasant, South Carolina. It manages about $86.1 million for roughly 302 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$285,199
Assets under management ?$86.1 million
Individual clients302
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Bowen Wealth
1Advisors
12Median years of experience
1States with offices
–Offices
Also known as
Bowen Wealth LLC
About Bowen Wealth
How do I contact Bowen Wealth?
Call the main office at 843-203-2030. The main office is at 302 Wingo Way Suite 203, Mount Pleasant, SC 29464.
How is Bowen Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Bowen Wealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Bowen Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.