DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bowers Wealth Management, Inc.
Latest filing Jan 22, 2026
First filing on the tape Apr 21, 2014 · 23 filings
SEC status approved since May 6, 2014
RAUM
$299M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$294M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$149M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$299M as of Jan 22, 2026
Jan 21, 2015$147M then
HNW client RAUM$245M as of Jan 22, 2026
Jan 24, 2018$116M then
State-registered IARs (5.B.3)2 as of Jan 22, 2026
Jan 21, 20154 then
Employees (5.A)2 as of Jan 22, 2026
Jan 21, 20154 then
Private funds: no history
RAUM +24% over the last fiscal year+26% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Jan 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $149MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 85derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $702,394derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Custody
- $35.8M, 26 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$245M82%
- Individuals$48.7M16%
- Charitable organizations$5.0M1.7%
- Individual clients
- 89reported
- HNW clients
- 81reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 425reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $35.8M for 26 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Wilson Bowers | Glenbrook, Nv | Jan 10, 2008 | 40 y | 0 |
| Karsten Austin DornseifCertified Financial Planner | Glenbrook, Nv | Jan 1, 2010 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Joshua Adam Evans to Fisher InvestmentsJan 24, 2018 · RIA to RIA
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wilson John Bowers · President & Chief Compliance Officercontrolsince 10/2007 · owns 75% or more
- Austin Karsten Dornseif · Secretarycontrolsince 01/2023 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Glenbrook, Nv · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 370 to 425Jan 16, 2025 to Jan 22, 2026
- HNW clients · 70 to 81Jan 16, 2025 to Jan 22, 2026
- Individual clients · 81 to 89Jan 16, 2025 to Jan 22, 2026
- Assets in custody · $27.8M to $35.8MJan 16, 2025 to Jan 22, 2026
- Discretionary RAUM · $240M to $299MJan 16, 2025 to Jan 22, 2026
- HNW RAUM · $192M to $245MJan 16, 2025 to Jan 22, 2026
- Individual RAUM · $43.2M to $48.7MJan 16, 2025 to Jan 22, 2026
- RAUM · $240M to $299MJan 16, 2025 to Jan 22, 2026
- Accounts · 268 to 370Jan 19, 2024 to Jan 16, 2025
- HNW clients · 65 to 70Jan 19, 2024 to Jan 16, 2025
- Individual clients · 57 to 81Jan 19, 2024 to Jan 16, 2025
- Assets in custody · $8.4M to $27.8MJan 19, 2024 to Jan 16, 2025
- Financial planning clients · unset to Jan 19, 2024 to Jan 16, 2025
- Discretionary RAUM · $178M to $240MJan 19, 2024 to Jan 16, 2025
- HNW RAUM · $152M to $192MJan 19, 2024 to Jan 16, 2025
- Individual RAUM · $22.8M to $43.2MJan 19, 2024 to Jan 16, 2025
- RAUM · $178M to $240MJan 19, 2024 to Jan 16, 2025
- Accounts · 259 to 268Jan 11, 2023 to Jan 19, 2024
- HNW clients · 60 to 65Jan 11, 2023 to Jan 19, 2024
- Individual clients · 52 to 57Jan 11, 2023 to Jan 19, 2024
- Assets in custody · $6.9M to $8.4MJan 11, 2023 to Jan 19, 2024
- Discretionary RAUM · $149M to $178MJan 11, 2023 to Jan 19, 2024
- HNW RAUM · $126M to $152MJan 11, 2023 to Jan 19, 2024
- Individual RAUM · $19.4M to $22.8MJan 11, 2023 to Jan 19, 2024
- RAUM · $149M to $178MJan 11, 2023 to Jan 19, 2024
- Accounts · 254 to 259Jan 11, 2022 to Jan 11, 2023
- Charity clients · 2.0 to unsetJan 11, 2022 to Jan 11, 2023
- HNW clients · 50 to 60Jan 11, 2022 to Jan 11, 2023
- Individual clients · 59 to 52Jan 11, 2022 to Jan 11, 2023
- Assets in custody · $8.7B to $6.9MJan 11, 2022 to Jan 11, 2023
- Discretionary RAUM · $185M to $149MJan 11, 2022 to Jan 11, 2023
- HNW RAUM · $149M to $126MJan 11, 2022 to Jan 11, 2023
- Individual RAUM · $31.5M to $19.4MJan 11, 2022 to Jan 11, 2023
- RAUM · $185M to $149MJan 11, 2022 to Jan 11, 2023
- Accounts · 264 to 254Jan 13, 2021 to Jan 11, 2022
- HNW clients · 66 to 50Jan 13, 2021 to Jan 11, 2022
- Individual clients · 43 to 59Jan 13, 2021 to Jan 11, 2022
- Assets in custody · $8.8M to $8.7BJan 13, 2021 to Jan 11, 2022
- HQ city · RENO to GLENBROOKJan 13, 2021 to Jan 11, 2022
- Discretionary RAUM · $171M to $185MJan 13, 2021 to Jan 11, 2022
Signals
2 dated events
- Austin Karsten Dornseif (Secretary) appeared on Schedule A of Bowers Wealth Management, Inc.Jan 11, 2023 · Control person joined · fact
- Bowers Wealth Management, Inc. filed its initial SEC registration (Form ADV)Apr 21, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 888-397-3094reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- BOWERSWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 775-409-3712reportedpublic record, Form ADV, Jan 22, 2026
- Contact form
- bowerswealth.com/contact.phpreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $149Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026