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Bulman Wealth Group
Bulman Wealth Group was established in 2018 as a California-based registered investment adviser. The firm offers portfolio management, financial planning, and...
Overview
Bulman Wealth Group was established in 2018 as a California-based registered investment adviser. The firm offers portfolio management, financial planning, and wealth management services. It serves individuals and high-net-worth individuals through conventional advisory arrangements. No additional offices, team size, or recent operational events from the last 24 months appear in available records. Adjacent vehicles such as foundations or operating businesses are not disclosed. The firm maintains a conventional RIA structure with no identified co-investor clubs, hybrid mandates, or succession details beyond standard advisory operations.
General information
Firm type
Wealth Manager
Year founded
2018
Location
Region
North America
Country
United States
City
Roseville
Corporate office
Roseville, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Bulman Wealth Group?
No named principals or CIO appear in public records.
Does Bulman Wealth Group participate in fund commitments or only direct deals?
Available information shows only standard advisory services to individuals and high-net-worth clients.
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