Chris Bulman, Inc.

EST. AUM
$283,014,568

CONTACTS

CLIENT ACCOUNTS
1,143

Firm Details

Metro area Sacramento
CRD Number 313552
Website bulmanwealth.com
Client types

Overview

Bulman Wealth Group, operating as Chris Bulman Inc., is an independent, SEC-registered investment adviser headquartered in Roseville, California. Founded in 2018 and owned by the Christopher and Sarah Bulman Family Trust, the firm operates under a strict fiduciary standard, providing customized wealth management solutions to individuals, high-net-worth families, and small business owners. The firm specializes in retirement transition planning, focusing on tax diversification, Social Security optimization, estate coordination, and proactive cash flow management. Utilizing a transparent fee structure, it delivers discretionary portfolio management through globally diversified strategies built with institutional mutual funds, low-cost ETFs, and high-quality equities aligned with client-specific financial milestones.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Chris Bulman, Inc.

Platform Details

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