# Bush Wealth Management

Bush Wealth Management is a Bank / Wealth / Trust based in Valdosta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Valdosta, United States
- **Region:** North America
- **Address:** Valdosta, GA, United States
- **Founded:** 2004
- **Assets under management:** 180 (Altss estimate)
- **Website:** bushwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/bushwealthmanagement

## Regulatory record

- **CRD number:** 304262
- **SEC file number:** 801-116917
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304262

## About

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.

## 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.

## Related profiles

- [Arrow Wealth Advisory](https://altss.com/profile/arrow-wealth-advisory)
- [Essential Investment Partners](https://altss.com/profile/essential-investment-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bush-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology