BUSH WEALTH MANAGEMENT

Overview

Bush Wealth Management is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and smaller institutions. The firm combines a core-satellite approach centered on public funds and broad-market ETFs with targeted use of individual equities and a range of alternative exposures. It also operates as an insurance broker and offers pension consulting services, which allows it to integrate insurance and annuity solutions into client portfolios alongside traditional investment management. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options, reflecting flexibility for different client needs. Investment activity shows a clear preference for pooled public investments as the core engine of portfolios, with tactical allocations to individual stocks and a deliberate satellite sleeve that includes real assets, commodities, digital currency and energy-related private or third-party funds. The firm does not position itself as a capital allocator to proprietary funds; instead it uses third-party managers and externally managed alternative funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices