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BULMAN WEALTH GROUP
CHRIS BULMAN INC.
CRD 313552 · SEC 801-124893
3300 DOUGLAS BLVD., SUITE 200, ROSEVILLE, CA, 95661, United States
Phone
916-458-8199
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.0M
Discretionary AUM
$283.0M
Team
15 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; CO-ADVISOR FEES AND REFERRAL FEES
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 477 | $133.1M |
| High net worth individuals | 78 | $149.5M |
| Pension/profit sharing plans | 1 | $425K |
States served
CA, ID, NV, PA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD