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).
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Total Assets Under Management35MILLION
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Total Number of Accounts193ACCOUNTS
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Average Account Value$182,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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.
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.
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.
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.