LP Profile

Bush Wealth Management

Also known as bush wealth

Wealth ManagerValdosta, United StatesFounded 2004
$163M
Assets Under Management
Valdosta
Headquarters
Investment Focus

About Bush Wealth Management

Bush Wealth Management is a fee-based fiduciary wealth management firm in Valdosta, Georgia, founded in 2004. It reports about $163 million in assets under management. The firm works exclusively with individuals and families and prepares a customized financial plan for each client. Its team includes Certified Financial Planner professionals, and Stacy Bush serves as president and chief executive officer.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bush Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$258.4M
Total Clients
1,142
Filing Date
February 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bush Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bush Wealth Management?

Bush Wealth Management is a wealth manager based in Valdosta, United States, managing approximately $163M in assets.

Where is Bush Wealth Management headquartered?

Bush Wealth Management is headquartered in Valdosta, United States.

How much does Bush Wealth Management manage?

Bush Wealth Management manages approximately $163M in assets under management.

When was Bush Wealth Management founded?

Bush Wealth Management was founded in 2004.

How can I contact Bush Wealth Management?

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