Bush Wealth Management
Bush Wealth Management is an SEC-registered mass-market adviser in Valdosta, GA with $258.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Bush Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304262, SEC 801-116917, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $258.4M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Valdosta, GA
- Employees
- 12
- Clients
- 496
- CRD
- 304262
- Ownership
- BUSH, STACY, BRYANT; GOODING, COURTNEY, BONNER; PATRICK, STANLEY, KENT; BUSH, CARLA, DAWN
How much AUM does Bush Wealth Management have?
Bush Wealth Management reported $258.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Bush Wealth Management?
Disclosed owners and executives of Bush Wealth Management include BUSH, STACY, BRYANT, GOODING, COURTNEY, BONNER, PATRICK, STANLEY, KENT, BUSH, CARLA, DAWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.