Clovis, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BOLT Wealth Management LLC
Supported
Firm-wide stats for BOLT Wealth Management LLC
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
Clovis CA
Advisors at this office
3
Advisors at this office
Paul H
Series 63, Series 65
Clovis, CA
BOLT Wealth Management LLC
Paul Herrick is a financial advisor at BOLT Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOLT Wealth Management since 2017. Prior to that, he was affiliated with Principal Securities, Inc., Princor Financial Services Corp, and Principal Life Insurance Company from 2010 to 2017. Herrick is also involved in selling disability, health, and life insurance through various carriers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients, with a focus on nondiscretionary portfolio supervision and integration of insurance and tax services.
Brian T
ChFC®, Series 66
Clovis, CA
BOLT Wealth Management LLC
Brian Traverso is a financial advisor at BOLT Wealth Management LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining BOLT Wealth Management in 2017, he worked at Roush Investments, LLC. Outside of his advisory role, he owns a tax preparation and notary business and is a licensed independent insurance agent. BOLT Wealth Management is a small team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for around 121 clients.
Noah M
Series 65
Clovis, CA
BOLT Wealth Management LLC
Noah Martinez is a Series 65 licensed advisor at BOLT Wealth Management LLC with three years of industry experience. He has worked at BOLT Wealth Management since 2022 and has held roles within the Clovis Unified School District since 2019. In addition to his advisory work, Martinez is a licensed insurance agent offering insurance products through unaffiliated issuers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients with an emphasis on nondiscretionary portfolio supervision.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)