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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 81 clients, or 40.5 clients per representative. That equates to $189.6K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on April 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
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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
SMA allocation detail is available
Bullogic Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.