Bollin Wealth Management, LLC

Overview

Bollin Wealth Management, LLC is a state registered investment adviser based in Perrysburg, OH, registered since 2009. It reports $153M in assets under management across 553 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$153M

Discretionary

0%

Accounts

553

Average account

$276K

Employees

4

Advisory reps

3

Registered since

2009

Jurisdictions

2

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Phillip Edward Bollin President, Chief Compliance Officer CRD 4537321

Advisory reps 3 of 3

• Phillip Edward Bollin Investment Adviser Rep CRD 4537321
• Abbey Ciancutti Insurance Agent · Investment Adviser Rep CRD 7292856
• George Thomas Damasco III Insurance Agent · Investment Adviser Rep CRD 1000231

Location

Headquarters

842 W South Boundary St
Perrysburg, OH 43551

County

Wood

Metro area

Toledo, OH

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: bollinwealth.com

Every state, with registration dates

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