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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...
Overview
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
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.
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