Bolt Wealth Management LLC

Overview

Bolt Wealth Management LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm positions itself as a capital allocator and adviser to both individuals/families and select institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of third‑party advisers. Bolt also operates as an insurance broker, which it uses to integrate annuity solutions and other insurance-based products into client plans. Investment activity is weighted toward publicly offered pooled vehicles—mutual funds and other public funds serve as the core building blocks of client portfolios. The firm maintains a non-discretionary posture across its assets, indicating a consultative model where Bolt provides advice and implements or recommends solutions with client approval rather than exercising discretionary trading authority.

Assets & Accounts

Investments & Alternatives

Location & Offices