BB
Brian L. Boehme
ABUNDANT WEALTH STRATEGIES
Las Vegas, NV 89144
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CRD#: 7868272
BB
Professional summary
Brian L Boehme is a registered financial advisor currently at ABUNDANT WEALTH STRATEGIES located in Las Vegas, Nevada.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a CPA who primarily prepares business and individual tax returns. I also prepare compilation and reviewed financials.
CRS (Client Relationship Summary) - RIA
Click below to view Brian L Boehme's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2024 - Present
ABUNDANT WEALTH STRATEGIES
Office #1: 1140 N. Town Center Drive Ste 270, Las Vegas, NV 89144RIA
CRD#: 292295
Las Vegas, NV
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nevada(3/25/2024)
Current Firm
AW
ABUNDANT WEALTH STRATEGIES
ABUNDANT WEALTH CAPITAL MANAGEMENT, LLC | ATTANASIO CAPITAL MANAGEMENT, LLC DBA ABUNDANT WEALTH STRATEGIES | ATTANASIO CAPITAL MANAGEMENT, LLC | ABUNDANT WEALTH STRATEGIES
CRD#: 292295 / SEC#:
California
Registered Investment Advisory firm - (4/21/2022 Approved)Nevada
Registered Investment Advisory firm - (6/6/2018 Approved)Texas
Registered Investment Advisory firm - (8/7/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1140 N. Town Center Drive Ste 270, Las Vegas, NV 89144
Mailing Address
Phone number
(702) 851-5858
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 309 |
| AUM (Assets Under Management) | $ 67,821,426 |
Red Flags
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