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BULMAN WEALTH GROUP

ROSEVILLE, CA · CRD 313552 · IAPD ↗ · bulmanwealth.com · 916-458-8199

$283.0MRegulatory AUM
7Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2026 — BULMAN WEALTH GROUP reported RAUM up 41% ($200.6M -> $283.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2025 — BULMAN WEALTH GROUP reported RAUM up 35% ($148.2M -> $200.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
November 2024 — BULMAN WEALTH GROUP now reports custody of client assets ($24.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
October 2024 — BULMAN WEALTH GROUP notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2024 — BULMAN WEALTH GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
June 2024 — BULMAN WEALTH GROUP grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — BULMAN WEALTH GROUP reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — BULMAN WEALTH GROUP reported RAUM up 34% ($110.8M -> $148.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.