Bush Wealth Management
Firm details
- Headquarters
- Valdosta, Georgia
- CRD number
- 304262
- Registered since
- July 3, 2019
- Website
- www.bushwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals49.89%
- HNWI46.41%
- Pension & Profit Sharing Plans3.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bush Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2019. The firm is owner-operated and serves a mix of individual and family clients as well as institutional and small-business accounts. Its offerings combine financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also provides pension consulting services. The firm operates an insurance brokerage alongside its advisory business, which supports distribution of guaranteed products such as annuities. Fees are charged through a mix of percentage-of-AUM arrangements, hourly billing, and fixed-fee engagements. The firm does not present itself as a capital allocator and is not positioned as an active ESG investor in its filings.
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 Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Stacy Bush
President, CEO, Wealth AdvisorCRD 4190887
Courtney Gooding
Partner & Chief Compliance OfficerCRD 6755293
Contacts
3 of 4
Stanley Patrick
Partner, Wealth AdvisorCRD 6087163
Bradley Bayless
Relationship ManagerCRD 6951672
Matthew Craven
Investment Adviser RepresentativeCRD 8076346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$204M in ETFs
76%
$156M
10%
$48.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $34.1M | 106,153 | 16.67% |
Location
Valdosta, GA
Lowndes
Location
Valdosta, GA
Headquartered in Valdosta, GA, in the South of the United States.
- Region
- South
- County
- Lowndes
- Address
- 2918 N Oak St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
UL Wealth LLC
RIAValdosta, GA
Windemere Advisors, LLC
RIAValdosta, GA
Ables, Iannone, Moore & Associates, Inc.
RIASavannah, GA
Decatur Capital Management, Inc.
RIADecatur, GA
Aurora Investment Counsel
RIAAtlanta, GA
C.W. O'Conner Wealth Advisors, Inc.
RIADuluth, GA