BOLT Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$53,437,776
Total clients
120
6% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
30
Average account size
$445,315
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.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.25% annually $500,000.01 - $750,000: 1.00% annually $750,000.01 - $1,000,000: 0.90% annually $1,000,000.01+: 0.75% annually
Financial planning services at $250 per hour
Minimum fee: Retainer fee of $1,250 per quarter, paid in advance Fee-only: Financial planning hourly fee of $250; Tax preparation fees $350/hour individuals/couples, $450/hour self-employed
Main office location
BOLT Wealth Management LLC
Clovis CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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