VALDOSTA, GACRD 304262Latest ADV February 26, 2026
Bush Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Valdosta, GA. Its latest Form ADV filing, dated February 26, 2026, reports $258M in regulatory assets under management, 12 employees, and 1,142 accounts.
Assets Under Management
$258M
Employees
12
Offices
--
Total Clients
496
Primary office
VALDOSTA, GA
2918 N. OAK ST., STE. B, VALDOSTA, GA, United States
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
415
2
HNWI
15.9%
79
3
Pension Plans
0.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$258Mas of February 26, 2026
Discretionary100.0%
$258M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$258M
Total Accounts1,142
10Y AUM Change+$258M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee41:1
10Y Employee Change+7 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.