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BULMAN WEALTH GROUP

3400 Douglas Blvd.
Suite 150
Roseville, California 95661
Tel: 916-458-8199

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About BULMAN WEALTH GROUP

BULMAN WEALTH GROUP, formally registered with the SEC as BULMAN WEALTH GROUP. The firm was established in 05/04/2022. They have over 2 offices throughout the country.

BULMAN WEALTH GROUP is a Roseville, California based Financial Planning firm with nearly $200,597,015 assets under management, offering retirement planning & investment advisory services to 1030 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#313552
SEC#801-124893
Assets Managed by Firm$200,597,015
No. of Clients1030
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CO-ADVISOR FEES AND REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1030$200,597,015
Individuals (other than high net worth individuals)454$160,504,161
High net worth individuals13$39,811,124
Pension and profit sharing plans1$281,730

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