Unclaimed Profile

Timothy Joseph Bowman

REALTA INVESTMENT ADVISORS, INC·WILMINGTON, Delaware

SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 99TOClean recordREALTA INVESTMENT ADVISORS, INC

1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 2247374Firm CRD# 134952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Joseph Bowman · WILMINGTON, DE

Registration

CRD #2247374 · REALTA INVESTMENT ADVISORS, INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REALTA INVESTMENT ADVISORS, INC

CRD 134952 · SEC 801-68000

AUM

$800M

Regulatory assets under management

Employees

3,529 client accounts

Services offered by REALTA INVESTMENT ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REALTA INVESTMENT ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Timothy Joseph Bowman offer?

Timothy Joseph Bowman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Timothy Joseph Bowman's credentials?

Timothy Joseph Bowman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Joseph Bowman located?

Timothy Joseph Bowman is based in WILMINGTON, Delaware, working with REALTA INVESTMENT ADVISORS, INC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Timothy Joseph Bowman charge for services?

Timothy Joseph Bowman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REALTA INVESTMENT ADVISORS, INC?

REALTA INVESTMENT ADVISORS, INC has approximately 83 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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