Bollin Wealth Management, Llc
- Regulatory AUM
- $153M
- Discretionary
- $486K
- Clients
- 234
- Avg AUM / client
- $653K
- Accounts
- 553
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $53.8M | 35.2% |
| High net worth individuals | 41 | $98.4M | 64.5% |
| Charitable organizations | 1 | $458K | 0.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan And Trust Toledo Clinic, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillip Edward Bollin | Registered representative | CFP | Jun 2009 (17y) | |
| George Thomas Damasco | Registered representative | Dec 2025 (1y) | ||
| Abbey Ciancutti | Registered representative | Mar 2026 (1y) | ||
| Mark Russell Folgmann | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan And Trust | Toledo Clinic, Inc. | 1,520 | $261M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $60.1M (70% of AUM) Mar 2026
- Truist Financial Corp $1.5M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 21, 2026.
View current Form ADV (SEC/IAPD) ↗