BULMAN WEALTH GROUP

Legal name: CHRIS BULMAN INC.

CRD 313552File 801-124893

APPROVED

Retail clients

Custody

Filing as of Feb 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$283.0M

Below cohort median (national)

Discretionary AUM

$283.0M

Clients

556

1,143 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: May 4, 2022
Principal office: 3300 DOUGLAS BLVD., SUITE 200, ROSEVILLE, CA, 95661
Phone: 916-458-8199
Website: http://bulmanwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $283.0M
Discretionary AUM: $283.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,143
Non-discretionary accounts: 0
Total accounts: 1,143
AUM per client: $509K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	78	$149.5M
Pension and profit sharing plans	Fewer than 5	$425K
Individuals (other than high net worth individuals)	477	$133.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — CO-ADVISOR FEES AND REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.