BUSH WEALTH MANAGEMENT

2918 N. Oak St., Ste. B
Valdosta, Georgia 31602
Tel: 229-247-1474

About BUSH WEALTH MANAGEMENT

BUSH WEALTH MANAGEMENT, formally registered with the SEC as BUSH WEALTH MANAGEMENT. The firm was established in 07/03/2019. They have over 1 offices throughout the country.

BUSH WEALTH MANAGEMENT is a Valdosta, Georgia based Financial Planning firm with nearly $180,305,473 assets under management, offering retirement planning & investment advisory services to 988 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304262
SEC#	801-116917
Assets Managed by Firm	$180,305,473
No. of Clients	988
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	988	$180,305,473
Individuals (other than high net worth individuals)	384	$101,971,818
High net worth individuals	50	$71,077,039
Pension and profit sharing plans	2	$7,256,578
Charitable organizations	1	$38

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