Bullogic Wealth Management

Bullogic Wealth Management (CRD# 298318) is a financial advisory firm headquartered in , . They manage $11,743,482 in 133 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://bullogicwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $88,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, PA, TX

Financial Advisors at Bullogic Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Adam Beaty, financial advisor Pearland TX
Adam T. Beaty
CRD#: 6336211
Pearland, TX

Adam Beaty (CRD# 6336211) is an Investment Advisor Representative working at Bullogic Wealth Management in Pearland, TX and has over 9 years of experience in the finance industry.

2
Robert Dowd, financial advisor Folsom PA
Robert T. Dowd
CRD#: 6939330
Folsom, PA

Robert Dowd (CRD# 6939330) is an Investment Advisor Representative working at Bullogic Wealth Management in Folsom, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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