Bollin Wealth Management, LLC: new SEC registration, $153M AUM, Perrysburg, OH
Bollin Wealth Management, LLC (Perrysburg, Ohio): new SEC registration, $153M AUM, Perrysburg, OH. Its amount of 153 is above the median of 135 (57th percentile). Dated 16 days ago, it is in the active follow-up window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 153 · 57th percentile of 1,225 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 38 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Bollin Wealth Management, LLC |
| Legal name | Bollin Wealth Management, LLC |
| CRD | 150396 |
| Status | Approved |
| Registered with the SEC | 2026-10-20 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Perrysburg, OH, United States |
| Regulatory AUM | $152,691,899 |
| Accounts | 553 |
| Employees | 4 |
| Website | HTTPs://WWW.BOLLINWEALTH.COM |
| amount percentile | 57th of 1,225 (median 135, 1.1x median) |
| Peer records CSV (39 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-20
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Bollin Wealth Management, LLC and 39 Ohio peers
- Ohio NewRiaPulse records like this one: 39
- Bollin Wealth Management, LLC's amount: 57th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Ohio peer: $7,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $153M under management.
- Website on file.
What is the NewRiaPulse record for Bollin Wealth Management, LLC in Perrysburg, Ohio?
Bollin Wealth Management, LLC received SEC registration as an investment adviser (2026-10-20) with $152,691,899 in regulatory assets under management, based in Perrysburg, OH.
How does Bollin Wealth Management, LLC compare to other Ohio NewRiaPulse records?
Its amount of 153 sits in the upper half (57th percentile) of 1,225 records; the median is 135. It is 16 days old, still within a typical 45-day follow-up window. Its Score of 75/100 puts it among the stronger signals in this feed.
Bollin Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Gap Financial Services | 132 | 49th | 2026-10-15 | |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.