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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Unison frontierWave vector +more
- Established Date
- 09-28-2018
- Office Locations
- 2
Office Locations
About Bullogic Wealth Management
Bullogic Wealth Management provides ongoing, tax-smart financial planning for high-income professionals and business owners, including equity compensation (RSUs/ISOs/NSOs), small-business strategy, and real estate/rental-property tax planning. The firm also supports pre-retirees and retirees with withdrawal and Roth conversion planning, plus full personal tax preparation. Clients can work virtually nationwide, keep assets self-managed, or add optional investment management (0.50% AUM).
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Owner & Executives
ADAM TRAVIS BEATY
Certified Financial Planner, Chief Executive Officer
- CRD
- #6336211
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Robert Thomas Dowd Jr.
--
- CRD
- #6939330
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,361,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,361,033 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,361,033
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,008,784,024 | 52.6% |
| Public Funds | $673,161,963 | 35.1% |
| Cash | $235,894,363 | 12.3% |
| Total | $1,917,840,350 | 100.0% |