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Bollin Wealth Management, LLC CRD 150396
$86.2M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
842 W. South Boundary St., Perrysburg, OH 43551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-08 |
Branch Locations
Traverse City, MI • United States
842 W. South Boundary St., Perrysburg, OH 43551 • United States
Traverse City, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-08 |
Branch Locations
1010 S. Garfield Avenue Suite 409, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ark Advisors, Llc | Traverse City | MI | 01/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-01 |
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