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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaNorth
- Established Date
- 06-13-2017
- Office Locations
- 2
Office Locations
About Bolt Wealth Management LLC
BOLT Wealth Management is a collaborative planning and investment firm serving individuals, families, and small businesses. The team provides comprehensive financial planning alongside portfolio construction and asset-allocation strategies, including support for employer retirement plans (401(k)s). Investment implementation commonly uses mutual funds/ETFs and fixed income. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL LOGAN HERRICK
Managing Member, Partner
- CRD
- #5845384
- Ownership
- 50% but less than 75%
BRIAN ANTHONY TRAVERSO
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4997420
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jack Robert Holland
--
- CRD
- #8167311
Noah Morgan Martinez
Financial Advisor
- CRD
- #7658596
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $53,437,776 | -- |
| Total | $53,437,776 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,437,776
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,911,307,513 | 29.2% |
| Equity - Exchange | $1,885,125,218 | 28.8% |
| Cash | $1,636,393,419 | 25.0% |
| Municipal Bonds | $1,112,747,525 | 17.0% |
| Total | $6,545,573,675 | 100.0% |