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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-30-2021
- Office Locations
- 2
Office Locations
About Bulman Wealth Group
Bulman Wealth Group (Chris Bulman Inc.) is an SEC-registered RIA providing retirement-focused financial planning and ongoing portfolio management, complemented by an affiliated insurance agency for life and other insurance solutions. Portfolios are built with diversified allocations using ETFs and mutual funds and incorporate risk management and tax-aware planning. Based in California, the firm serves both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER JAMES BULMAN
Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4450710
- Ownership
- 75% or more
AARON RUSSELL LARSON
Chief Compliance Officer
- CRD
- #6394351
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEPHANIE YANIRA HERNANDEZ
Advisor
- CRD
- #7445984
Marcos Simon Lemus
Financial Advisor
- CRD
- #7749827
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,014,568 | $247,607 |
| Non-Discretionary | $0 | -- |
| Total | $283,014,568 | $247,607 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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