Investment adviser · CRD 304262
BUSH WEALTH MANAGEMENT
Investment adviser filing (IA)
BUSH INVESTMENT GROUP, LLC
VALDOSTA, GA, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $258M Form ADV · Item 5.F
- Client accounts
- 1,142 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 415 | $128,891,982 | 49.9% |
| High-net-worth individuals | 79 | $119,909,251 | 46.4% |
| Retirement plans | Fewer than 5 | $9,566,624 | 3.7% |
Filing source
Form ADV 2050706 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2918 N. OAK ST., STE. BVALDOSTA, GA, 31602, United States
CRD 304262
Filing source
Form ADV 2050706 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.