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, SEC-registered advisory firm that acts as both a traditional wealth manager and a capital allocator to external managers. Registered in 2022, the firm serves individual and family clients as well as institutional relationships, and couples portfolio management with financial planning and adviser-selection services. Bulman also operates an insurance brokerage practice and uses fee arrangements that include asset-based fees, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not described as a multi-state adviser in the available snapshot.
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities36%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 8
Marcos Lemus
Financial Planning ManagerCRD 7749827
Michael Mcelmoyl
Director of SalesCRD 2628757
Stephanie Hernandez
Financial AdvisorCRD 7445984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 149Active vs passive
$286M in ETFs
59%
$168M
33%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $24.3M | 35,322 | 8.48% |
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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