Bolt Wealth Management LLC

Bolt Wealth Management LLC (CRD# 288717) is a financial advisory firm headquartered in Clovis, CA. They manage $35,277,458 in 193 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1865 Herndon Ave, Suite K-122, Clovis, CA 93611
https://www.boltwm.com/
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $182,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bolt Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul Herrick, financial advisor Clovis CA
Paul L. Herrick
CRD#: 5845384
Clovis, CA

Paul Herrick (CRD# 5845384) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 13 years of experience in the finance industry.

2
Brian Traverso, financial advisor Clovis CA
Brian A. Traverso
CRD#: 4997420
Clovis, CA

Brian Traverso (CRD# 4997420) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 18 years of experience in the finance industry.

3
Christopher Herrick, financial advisor Clovis CA
Christopher J. Herrick
CRD#: 7853533
Clovis, CA

Christopher Herrick (CRD# 7853533) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has 1 year of experience in the finance industry.

4
Noah Martinez, financial advisor Clovis CA
Noah M. Martinez
CRD#: 7658596
Clovis, CA

Noah Martinez (CRD# 7658596) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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