{"url":"https://nivawealth.com/firms/chris-bulman-313552","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/313552","regulatoryAum":283014568,"crd":"313552","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4450710","suffix":null,"lastName":"BULMAN","firstName":"CHRISTOPHER","middleName":"JAMES"},{"crd":"7445984","suffix":null,"lastName":"HERNANDEZ","firstName":"STEPHANIE","middleName":"YANIRA"},{"crd":"7749827","suffix":null,"lastName":"Lemus","firstName":"Marcos","middleName":"Simon"},{"crd":"2628757","suffix":null,"lastName":"MCELMOYL","firstName":"MICHAEL","middleName":"SHAWN"},{"crd":"7134256","suffix":null,"lastName":"Pannu","firstName":"Taranvir","middleName":"S."},{"crd":"6641095","suffix":null,"lastName":"Vlahon","firstName":"Scott","middleName":"Andrew"},{"crd":"8149298","suffix":null,"lastName":"Williams","firstName":"Zane","middleName":"Scott"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-15","regulatoryAum":108200000,"clients":499,"employees":2,"offices":2},{"filedOn":"2023-07-12","regulatoryAum":110780327,"clients":485,"employees":2,"offices":2},{"filedOn":"2024-07-25","regulatoryAum":148221450,"clients":497,"employees":14,"offices":2},{"filedOn":"2025-04-08","regulatoryAum":200597015,"clients":468,"employees":16,"offices":2},{"filedOn":"2026-02-05","regulatoryAum":283014568,"clients":556,"employees":15,"offices":2}],"secFileNumber":"801-124893","legalName":"Chris Bulman Inc.","displayName":"Chris Bulman","slug":"chris-bulman-313552","website":"https://bulmanwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/bulman-wealth-group/","founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"3300 Douglas BLVD., Suite 200","city":"Roseville","state":"CA","stateName":"California","country":"United States","postalCode":"95661"},"tradeNames":[],"registration":{"secApproved":"4 May 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":509169.9171171171,"staff":{"employees":15,"advisory":7,"brokerDealerReps":0,"insuranceAgents":8,"promoters":0},"aum":{"regulatory":283014568,"discretionary":283014568,"discretionaryAccounts":1143,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":477,"regulatoryAum":133102781},{"label":"High-net-worth individuals","clients":78,"regulatoryAum":149486523},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":425264}],"feePrograms":[{"role":"main","program":"Asset management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060983","versionId":1060983,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-13","documentName":"ADV 2A","fee_rate_low":null,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Estate Planning","summary":"Flat fee of up to $2,200 for a full trust plan, plus $300 per additional home for titling, $300 for amendments and $250 per individual power of attorney package.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060983","versionId":1060983,"submittedOn":"2026-10-13","documentName":"ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:57:43.243285+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060983","versionId":1060983,"submittedOn":"2026-10-13"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":242116670},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Fransciso, CA","smaAssets":40472633}],"custodyNote":"Chris Bulman has custody of $37.4M for 91 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Bulman","title":"President/Investment Advisor Representative","crd":"4450710"},{"name":"Aaron Larson","title":"Chief Compliance Officer","crd":"6394351"}],"ownership":[{"label":"Christopher Bulman","detail":"President/investment advisor representative in the 75% or more ownership band and a control person, since March 2021. Also a trustee of Christopher and Sarah Bulman Family Trust in the 50% to 75% band and a control person, since March 2021."},{"label":"Christopher and Sarah Bulman Family Trust","detail":"Member in the 75% or more ownership band and a control person, since March 2021."},{"label":"Sarah Bulman","detail":"Indirect owner: a trustee of Christopher and Sarah Bulman Family Trust in the 50% to 75% band and a control person, since March 2021.","parent":"Christopher and Sarah Bulman Family Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"3300 Douglas BLVD., Suite 200","city":"Roseville","headquarters":true},{"street":"1 Better World Circle","city":"Temecula"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"916-458-8199","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":36},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":55},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"5 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/313552/PDF/313552.pdf","brochureDate":"13 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060983","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Chris Bulman have?","answer":"Chris Bulman has 556 clients and manages $283 million for them, as of February 2026. They include 477 individual clients, 78 high-net-worth individuals and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chris Bulman offer?","answer":"Chris Bulman provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Chris Bulman charge?","answer":"Chris Bulman charges up to 1.75% a year for its Asset management. The fee is billed in arrears and is negotiable.","source":"ADV 2A, filed 13 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chris Bulman use?","answer":"Chris Bulman’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $242M and Charles Schwab & Co., Inc. (San Fransciso, CA), with $40.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chris Bulman have?","answer":"Chris Bulman has 7 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chris Bulman invest in?","answer":"At the end of its last fiscal year, Chris Bulman’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 3% investment grade corporate bonds, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Chris Bulman?","answer":"Chris Bulman is owned through a trust by Sarah Bulman. Its direct owners are Christopher Bulman (75% or more) and Christopher and Sarah Bulman Family Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chris Bulman get paid?","answer":"Chris Bulman is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Chris Bulman?","answer":"Chris Bulman’s main office is at 3300 Douglas BLVD., Suite 200, Roseville, CA 95661. Its phone number is 916-458-8199. Its website is bulmanwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/chris-bulman-313552/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-22","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2032404/000203240426000008/0002032404-26-000008-index.html","totalValue":273827009,"positionCount":165,"top10Share":0.44317892323032315,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":24258895,"shares":35322,"shareType":"SH","priorValue":17438301,"priorShares":29182},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":18954761,"shares":233836,"shareType":"SH","priorValue":14698476,"priorShares":215268},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 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