Bulman Wealth Group
Bulman Wealth Group is an SEC-registered mass-market adviser in Roseville, CA with $283.0M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Bulman Wealth Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313552, SEC 801-124893, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $283.0M (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- Roseville, CA
- Employees
- 15
- Clients
- 556
- CRD
- 313552
- Ownership
- BULMAN, CHRISTOPHER, JAMES; ARCE, JOSEPH, PHILLIP; LARSON, AARON, RUSSELL; CHRISTOPHER AND SARAH BULMAN FAMILY TRUST; Bulman, Sarah
How much AUM does Bulman Wealth Group have?
Bulman Wealth Group reported $283.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Bulman Wealth Group?
Disclosed owners and executives of Bulman Wealth Group include BULMAN, CHRISTOPHER, JAMES, ARCE, JOSEPH, PHILLIP, LARSON, AARON, RUSSELL, CHRISTOPHER AND SARAH BULMAN FAMILY TRUST, Bulman, Sarah. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.