Bolthouse Investment Management Services
Bolthouse Investment Management Services is an SEC-registered wealth manager in Bakersfield, CA with $631.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Bolthouse Investment Management Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148531, SEC 801-73757, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $631.2M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Bakersfield, CA
- Employees
- 9
- Clients
- 45
- CRD
- 148531
- Ownership
- BOLTHOUSE PROPERTIES, LLC; CONNER, BRIAN, STEVEN; CAMPBELL, MICHELLE, LESLIE; COUPERUS, JANE, ESTHER; JANTZ, BRAD, ALAN
How much AUM does Bolthouse Investment Management Services have?
Bolthouse Investment Management Services reported $631.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Bolthouse Investment Management Services?
Disclosed owners and executives of Bolthouse Investment Management Services include BOLTHOUSE PROPERTIES, LLC, CONNER, BRIAN, STEVEN, CAMPBELL, MICHELLE, LESLIE, COUPERUS, JANE, ESTHER, JANTZ, BRAD, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.