Bank / Wealth / TrustRIA · CRD 304262SEC-Registered

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Bush Wealth Management

Bush Wealth Management was established in 2004 as a Georgia-based registered investment advisor. It provides investment management, retirement plan consulting,...

Bush Wealth Management logo

Bush Wealth Management

Bush Wealth Management was established in 2004 as a Georgia-based registered investment advisor. It provides investment management, retirement plan consulting, and wealth management services. The firm allocates across public equities, fixed income, and cash equivalents for its client base. No specific portfolio companies or co-investors appear in public records. Activity remains concentrated in the United States. Assets under management stand at an estimated $180 million. No additional offices or team size data are available. No dated operational events from the last 24 months have been identified. The firm operates as a conventional RIA without disclosed family-office structures or proprietary sourcing channels.

General information

Firm type

Bank / Wealth / Trust

Year founded

2004

AUM

180 (Altss estimate)

Location

Region

North America

Country

United States

City

Valdosta

Corporate office

Valdosta, GA, United States

Frequently asked questions

Who runs investment decisions at Bush Wealth Management?

No named principals or CIO appear in public records.

Does Bush Wealth Management participate in fund commitments or only direct deals?

Public information does not disclose fund commitments or direct deal activity.

Where does the underlying wealth come from?

No specific wealth origin is publicly disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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