Brentwood, CA Office
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BOLT Wealth Management LLC
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About
BOLT Wealth Management LLC is a small team of four advisors that serves approximately 120 individual and high‑net‑worth clients and reports about $53.4 million in assets under management. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting (ERISA §3(21) support), periodic educational workshops, and income tax preparation services.
The firm’s investment process blends fundamental, technical and cyclical analysis and typically implements strategies that include active management, core‑and‑satellite allocations, and principles of Modern Portfolio Theory using mutual funds, ETFs and individual equities. Portfolios are managed on a nondiscretionary basis with client pre‑approval required for trades, and the firm will recommend institutional third‑party investment managers when a discretionary manager is appropriate.
Notable distinctions include that the firm reports all reportable AUM as nondiscretionary, a structure that is uncommon for similar team firms, and several advisors (including the president) are licensed insurance agents who may receive commissions on insurance and annuity sales — a potential conflict the firm discloses. The firm also provides in‑house tax preparation and its principal holds tax credentials (including Enrolled Agent status), which is a less common combination of advisory and tax services among peers.
Based on BOLT Wealth Management LLC
Expertise
Based on BOLT Wealth Management LLC
Location
Brentwood CA
Advisors at this office
1
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