BULLOGIC WEALTH MANAGEMENT

BULLOGIC WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 298318). Regulatory assets under management: $15.4M.

Registration

• CRD: 298318
• Type: Registered investment adviser
• Phone: 832-543-8890
• Latest filing: 2026-04-24
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 2
• Accounts: 79

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298318 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search