Bush Wealth Management

Bush Wealth Management (CRD# 304262) is a financial advisory firm headquartered in Valdosta, GA. They manage $180,305,473 in 988 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2918 N. Oak St., Ste. B, Valdosta, GA 31602
https://www.bushwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    988
    ACCOUNTS
  • Average Account Value
    $182,495
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, FL, GA, NC, TX

Financial Advisors at Bush Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Stacy Bush, financial advisor Valdosta GA
Stacy B. Bush
CRD#: 4190887
2918 N. Oak St., Ste. B, Valdosta, GA 31602

Stacy Bush (CRD# 4190887) is an Investment Advisor Representative working at Bush Wealth Management in Valdosta, GA and has over 23 years of experience in the finance industry.

2
Courtney Gooding, financial advisor Valdosta GA
Courtney B. Gooding
CRD#: 6755293
2918 N. Oak St., Ste. B, Valdosta, GA 31602

Courtney Gooding (CRD# 6755293) is an Investment Advisor Representative working at Bush Wealth Management in Valdosta, GA and has over 6 years of experience in the finance industry.

3
Stanley Patrick, financial advisor Valdosta GA
Stanley K. Patrick
CRD#: 6087163
2918 N. Oak St., Ste. B, Valdosta, GA 31602

Stanley Patrick (CRD# 6087163) is an Investment Advisor Representative working at Bush Wealth Management in Valdosta, GA and has over 9 years of experience in the finance industry.

4
Aaron Taylor, financial advisor Valdosta GA
Aaron Taylor
CRD#: 6856627
2918 N. Oak St., Ste. B, Valdosta, GA 31602

Aaron Taylor (CRD# 6856627) is an Investment Advisor Representative working at Bush Wealth Management in Valdosta, GA and has over 2 years 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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