BULMAN WEALTH GROUP
CHRIS BULMAN INC. Legal Name
Adviser information for BULMAN WEALTH GROUP last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 974 | $148.2M |
| Non-Discretionary | 0 | $0 |
| Total | 974 | $148.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 470 | $91.2M |
| HNW Individuals | 27 | $57.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesCO-ADVISOR FEES AND REFERRAL FEES |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-124893 |
|---|---|
| SEC ERA File Number | 801-124893 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313552 |
| Legal Entity Identifier | None |
Principal Office
3400 DOUGLAS BLVD.SUITE 150
ROSEVILLE
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 916-458-8199, Fax: None
Websites
Chief Compliance Officer
JOSEPH ARCE
36 PIKE ST
SECOND FLOOR
COVINGTON
KY
United States
Tel:
859-402-1511
J****@**********************M
(Full email address available in API data)
Regulatory Contact
CHRIS BULMAN
PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE
3400 DOUGLAS BLVD.
SUITE 150
ROSEVILLE
CA
United States
Tel:
916-458-8199
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BULMAN, CHRISTOPHER, JAMES | Individual | – | PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE | 03/2021 | > 75% |
| CHRISTOPHER AND SARAH BULMAN FAMILY TRUST | Domestic Entity | – | MEMBER | 03/2021 | > 75% |
| BULMAN, CHRISTOPHER, JAMES | Individual | CHRISTOPHER AND SARAH BULMAN FAMILY TRUST | TRUSTEE | 03/2021 | 50-75% |
| Bulman, Sarah | Individual | CHRISTOPHER AND SARAH BULMAN FAMILY TRUST | TRUSTEE | 03/2021 | 50-75% |
| ARCE, JOSEPH, PHILLIP | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |