RIA Intel›Advisers›California›BOLTHOUSE INVESTMENTS, LLC

BOLTHOUSE INVESTMENTS, LLC

Advisory

N·BAKERSFIELD, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$631M
1-Year AUM Growth
+28.8%
3-Year CAGR
+8.0%
Employees
5
Assets Under Management
Total AUM$631M
Discretionary AUM$575M
Non-Discretionary AUM$57M
Discretionary %91%
Total Clients53
Team
Total Employees5
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingFeb 14, 2012
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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