BWM Disclosure Information

Bowers Wealth Management, Inc was SEC registered, but returned to state registration due to the recent increase from $25 million to $100 million as the minimum Assets Under Management required for Federal SEC registration. We are registered as an Investment Adviser in California, Michigan, Texas and Washington.

On July 28, 2010, the United State Securities and Exchange Commission published “Amendments to Form ADV” which amends the disclosure document that we provide to clients as required by SEC Rules. This Brochure dated December 31, 2010 is a new document prepared according to the SEC’s new requirements and rules. As such, this Document is materially different in structure and requires certain new information that our previous brochure did not require. Since this Amended version differs significantly in form and some content, from our past disclosure documents, we highly recommend that clients and prospective clients review the entire document.

You may view and/or print our Firm Brochure HERE

You may also find this document and additional information about Bowers Wealth Managment, Inc. on the SEC's website at: www.adviserinfo.sec.gov.
(Please note that you will see a second Bowers Wealth Management, Inc. listed in the Adviser Search results, that is based in Wyoming. This is a totally seperate and unaffilliated company that began business in February of 2009. Be sure to select the Rocklin California based adviser to view our additional information.)