Bulman Wealth Group

Bulman Wealth Group (CRD# 313552) is a financial advisory firm headquartered in Roseville, CA. They manage $148,221,450 in 974 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3400 Douglas Blvd., Suite 150, Roseville, CA 95661
http://bulmanwealth.com
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $152,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, NV, PA, TX

Financial Advisors at Bulman Wealth Group
Showing 1 - 4 of 4 top financial advisors.
1
Christopher Bulman, financial advisor Roseville CA
Christopher J. Bulman
CRD#: 4450710
3400 Douglas Blvd., Suite 150, Roseville, CA 95661

Christopher Bulman (CRD# 4450710) is an Investment Advisor Representative working at Bulman Wealth Group in Roseville, CA and has over 22 years of experience in the finance industry.

2
Scott Vlahon, financial advisor Roseville CA
Scott A. Vlahon
CRD#: 6641095
3400 Douglas Blvd., Suite 150, Roseville, CA 95661

Scott Vlahon (CRD# 6641095) is an Investment Advisor Representative working at Bulman Wealth Group in Roseville, CA and has over 7 years of experience in the finance industry.

3
Stephanie Hernandez, financial advisor Temecula CA
Stephanie Y. Hernandez
CRD#: 7445984
1 Better World Ste 230, Temecula, CA 92590

Stephanie Hernandez (CRD# 7445984) is an Investment Advisor Representative working at Bulman Wealth Group in Temecula, CA and has 1 year of experience in the finance industry.

4
Marcos Lemus, financial advisor Roseville CA
Marcos S. Lemus
CRD#: 7749827
3400 Douglas Blvd., Suite 150, Roseville, CA 95661

Marcos Lemus (CRD# 7749827) is an Investment Advisor Representative working at Bulman Wealth Group in Roseville, 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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