RIA Intel›Advisers›California›BOLT WEALTH MANAGEMENT LLC

BOLT WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,389
of 5,480 advisers by AUM
Average account
$154K
across 348 accounts
AUM per adviser
$13M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$53M
Discretionary AUM$0
Non-Discretionary AUM$53M
Discretionary %0%
Total Clients137
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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