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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

BOLT WEALTH MANAGEMENT LLC

CRD 288717

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9280875-550c-5d4a-07d9-a0744c39055a

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Mar 26, 2026 to Mar 26, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Bolt Wealth Management LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $53.4MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $37.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 348
Individual clients: 113
High net worth clients: 7
CRD: 288717
Filings on the tape: 1
First filed: Mar 26, 2026
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN ANTHONY TRAVERSO	Chartered Financial Consultant	CLOVIS, CA	9	20	3	no
Noah Morgan Martinez	n/a	Clovis, CA \| CLOVIS, CA	3	12	n/a	no
PAUL LOGAN HERRICK	n/a	CLOVIS, CA \| Clovis, CA	1	16	1	no
Jack Robert Holland	n/a	Brentwood, CA	0	12	n/a	no

Relationships

Registered with (5)

← Jack Robert HollandAdvisorregistration: current employment
Oct 2, 2025 to presentfactForm ADV
← PAUL LOGAN HERRICKAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Noah Morgan MartinezAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← BRIAN ANTHONY TRAVERSOAdvisorregistration: current employment
Jun 13, 2017 to presentfactForm ADV
← MICHAEL DAVID MANJARREZAdvisorregistration: previous registration
Apr 10, 2019 to Feb 13, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9280875-550c-5d4a-07d9-a0744c39055a
First observed: Mar 26, 2026
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOLT WEALTH MANAGEMENT LLC

CRD 288717

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9280875-550c-5d4a-07d9-a0744c39055a

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.