BOLT WEALTH MANAGEMENT LLC

BOLT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 288717). Regulatory assets under management: $53.4M.

Registration

• CRD: 288717
• Type: Registered investment adviser
• Phone: (559) 492-8676
• Latest filing: 2026-03-26
• Regulatory AUM: $53.4M
• Non-discretionary AUM: $53.4M
• Clients: 4
• Accounts: 348

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search