ROSEVILLE, CACRD 313552Latest ADV February 5, 2026
Bulman Wealth Group is an SEC registered investment adviser organized as a corporation with a primary office location in Roseville, CA. Its latest Form ADV filing, dated February 5, 2026, reports $283M in regulatory assets under management, 15 employees, 1 office, and 1,143 accounts.
Assets Under Management
$283M
Employees
15
Offices
1 office
Total Clients
556
Primary office
ROSEVILLE, CA
3300 DOUGLAS BLVD., SUITE 200, ROSEVILLE, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
477
2
HNWI
14.0%
78
3
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of February 5, 2026
Discretionary100.0%
$283M
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$283M
Total Accounts1,143
10Y AUM Change+$175M (+161.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee37:1
10Y Employee Change+12 (+400.0%)
* 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.