Investment adviser · CRD 166915

BISHOP WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Nov 3, 2015

Regulatory AUM
$176M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 3, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1 MARKET STREET, SUITE 3600
SAN FRANCISCO, CA, 94105, United States

CRD 166915

Filing source

Form ADV 954499 · Nov 3, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.