BOLT Wealth Management
Financial Services
Clovis, Ca, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
BOLT Wealth Management Overview
- Headquarters
- Clovis, Ca, United States
- Phone Number
- Available in AeroLeads
- Website
- boltwm.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2017
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About BOLT Wealth Management
We are a collaborative RIA firm, changing the landscape to better serve our clients and support their values to establish, cultivate and preserve their financial livelihood. Our core competencies involve wealth management for families and business owners, and helping small business establish or improve their retirement plans.
BOLT Wealth Management Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
BOLT Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Noah Martinez | Wealth Manager - Fiduciary |
View
|
|
| Paul Herrick | Partner/wealth Advisor at Bolt Wealth | Fresno, California, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
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