Bulman Wealth Group Revenue
Financial Services • 
Roseville, California, United States • 11-20 Employees
Bulman Wealth Group revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Key Contact at Bulman Wealth Group
Natalie Anzini
Director Of Marketing And Engagement
Company overview
| Headquarters | 3400 Douglas Blvd., Suite 150, Roseville, CA 95661, US |
| Phone number | +19164588199 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | 401K, , Asset Management, Income Planning, Annuities, Life Insurance, Financial Planning, Wealth Protection, 457, Family Protection, 403B And Iras, Financial Plan Reviews, Tax Advantaged Planning, Free Portfolio 2Nd Look |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Bulman Wealth Group Email Formats
Bulman Wealth Group uses 2 email formats. The most common is {first name} (e.g., john@bulmanwealth.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@bulmanwealth.com | 81.8% |
{first initial} | j@bulmanwealth.com | 18.2% |
About Bulman Wealth Group
Bulman Wealth Group serves individuals and families in Northern and Southern California, offering comprehensive financial planning services. We focus on retirement income planning, investment management, tax planning, healthcare in retirement planning, and estate planning. We aim to help clients navigate their financial journey by developing personalized strategies. We strive to understand each client's unique goals and priorities. For more information, please visit our website. ------------------- Industry regulations prohibit endorsements or testimonials for Bulman Wealth Group or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm since they are strictly prohibited. Please understand that we are required to delete such posts since this is a regulatory requirement. Advisory services are offered through Chris Bulman Inc. dba Bulman Wealth Group an SEC registered investment advisor. Insurance products and services are offered through Chris Bulman Inc dba BWG Insurance Agency, an affiliated company, and by Ameritas Life Insurance Corp, CA Insurance License #0M46922. Being registered as an investment advisor does not imply a certain level of skill or training. Advisory services are offered through Bulman Wealth Group, a SEC Registered Investment Advisor. 3400 Douglas Blvd., Suite 150, Roseville, CA 95661. Bulman Wealth Group only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Bulman Wealth Group and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstances.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Bulman Wealth Group has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Bulman Wealth Group has never raised funding before.
Bulman Wealth Group Tech Stack
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