# William Bowen

> William Bowen is a fee-only financial advisor at Persium Group in Atlanta, Georgia, who holds the CFP credential. William focuses on founders (pre-exit) and small business owners. Persium Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-bowen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Persium Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $583.6M across 484 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 5955126 (https://adviserinfo.sec.gov/individual/summary/5955126)
- **SEC registration:** Investment adviser representative in FL, GA, NC, NY, TX
- **Exams passed:** Series 63 (2011)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.persiumgroup.com

## Frequently asked questions

### Is William Bowen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Persium Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Persium Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Bowen based?

William Bowen is based in Atlanta, Georgia.

### What does William specialize in?

William's specialties include founders (pre-exit) and small business owners. William works with founders.

### What credentials does William Bowen hold?

William Bowen holds the CFP credential.

### Is William Bowen registered with the SEC?

Yes. William Bowen is registered as an investment adviser representative in FL, GA, NC, NY and TX (CRD 5955126), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Persium Group manage?

Persium Group reports $583.6M across 484 accounts in assets under management.

### How do I contact William Bowen?

Through William's website, www.persiumgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5955126): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.persiumgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.