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BULMAN WEALTH GROUP
Legal name: CHRIS BULMAN INC.
CRD 313552File 801-124893
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$283.0M
Below cohort median (national)
Discretionary AUM
$283.0M
Clients
556
1,143 accounts
Employees
15
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Mar 1, 2026 | Clients | 468 | 556 | increased by88 |
| Mar 1, 2026 | AUM | $200,597,015 | $283,014,568 | increased by$82,417,553 |
| Mar 1, 2026 | Accounts | 1,030 | 1,143 | increased by113 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 16 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 499 | 468 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $108,200,000 | $200,597,015 | increased by$92,397,015 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 499 | 1,030 | increased by531 |
| Jun 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BULMAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BULMAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.