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BUSH WEALTH MANAGEMENT
BUSH INVESTMENT GROUP, LLC
CRD 304262 · SEC 801-116917
2918 N. OAK ST., STE. B, VALDOSTA, GA, 31602, United States
Phone
229-247-1474
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.4M
Discretionary AUM
$258.4M
Team
12 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $128.9M |
| High net worth individuals | 79 | $119.9M |
| Pension/profit sharing plans | 2 | $9.6M |
States served
CA, GA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD