# Bulman Wealth Group

Bulman Wealth Group is a RIA based in Roseville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** Roseville, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** bulmanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bulman-wealth-group

## Regulatory record

- **CRD number:** 313552
- **SEC file number:** 801-124893
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [Bulventures Capital Partners](https://altss.com/profile/bulventures-capital-partners)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bulman-wealth-group

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