Bulman Wealth Group
Firm details
- Headquarters
- Roseville, California
- CRD number
- 313552
- Registered since
- May 4, 2022
- Website
- bulmanwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI52.82%
- Individuals47.03%
- Pension & Profit Sharing Plans0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bulman Wealth Group is an independent registered investment adviser that began SEC registration in 2022. The firm serves both individual & family and institutional clients, combining fee models that include a percentage of AUM, fixed fees and other arrangements. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Bulman also operates as an insurance broker and identifies itself as a capital allocator — placing client capital with external managers when appropriate. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities36%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$298M in ETFs
57%
$170M
34%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $26.7M | 38,129 | 8.97% |
Location
Roseville, CA
Placer
Location
Roseville, CA
Headquartered in Roseville, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 3300 Douglas Blvd
- Time zone
- PT (UTC-8)
- Office locations
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