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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.70
Bulman Wealth Group logo

Bulman Wealth Group

Roseville, CA · Firm website

91%AUM growth, 2024 to 2026
$283MAUM in the 2026 filing
12%client growth
15people at the firm

AUM by filing

$111M2023
$148M2024
$201M2025
$283M2026

Clients by filing

4852023
4972024
4682025
5562026

Key people

  • Chris BulmanFounder and PresidentOwner · 6 years at the firm
    in
  • Aaron LarsonCompliance OfficerOwner · 2 years at the firm
    in
  • Shawn McelmoylDirector of Sales2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth91%104%
  • Client growth12%43%
  • People157
  • AUM per person$18.9M$49.7M

Rank by measure

  • Official rankNo. 7091%
  • Client growthNo. 9612%
  • AUM added per personNo. 97$9.0M
  • AUM per personNo. 95$18.9M
← No. 69 Athos Private WealthNo. 71 Austin Wealth Management →
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Bulman Wealth Group: No. 70 on The Lean 100 (2026) — Private Wealth Daily