BULMAN WEALTH GROUP

Overview

Bulman Wealth Group is an independent registered investment adviser organized as a corporation and operating as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. It also operates an insurance brokerage function and maintains an affiliation with an insurance company. Bulman Wealth Group reports a fee mix that includes asset‑based fees, fixed fees, and other fee arrangements. The adviser is not positioned as an active ESG investor and does not identify as a multi‑state advisory platform. Bulman Wealth Group was registered with the SEC in 2022 and describes itself as a domestic entity with individual ownership. The firm’s stated business model blends direct portfolio management with outsourced manager selection, suggesting it uses both internal discretionary strategies and external fund/manager allocations as part of client solutions.

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Location & Offices