Bullogic Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 298318
- Website
- bullogicwealth.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bullogic Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It also functions as a capital allocator, and its advisory engagement is supported by non‑investment business lines — the firm is registered as an insurance broker and provides accounting services. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. The snapshot flags the firm as not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Adam Beaty
Portfolio ManagerCRD 6336211
Robert Dowd
Financial PlannerCRD 6939330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations