BOLT Wealth Management Management Team
Contact top employees from
BOLT Wealth Management
Summary
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 comp...Show more
Organization Website | boltwm.com |
Social Links |   |
Phone Number | 5594928676 |
Industries | |
Headquarters Location | Clovis, CA, 93611 US |
Employees Size | 1-10 employees |
Specialties | financial planning, investments, wealth management, college savings, insurance, tax planning, 401(k) plans, executive compensation |
Founded | 2017 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1990 | Privately Held | 25 - 100 | 18.1M | $0 | |
| 2015 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at BOLT Wealth Management shows a diverse range of experience levels:
33% have been with the company for less than 1 year33% for 5–7 years33% for 8–10 yearsContact top employees from
BOLT Wealth Management
Paul Herrick
Partner/Wealth Advisor
Brian Traverso
Founding Partner
Noah Martinez
Wealth Manager | Financial Fiduciary
Jack Holland
Financial Advisor
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FAQ
BOLT Wealth Management operates in the Finance industries. More details can be found on the official website: boltwm.com.
The headquarters of BOLT Wealth Management are located in Clovis, United States.
You can contact BOLT Wealth Management by phone at 5594928676.
BOLT Wealth Management currently employs 1-10 people.
Well-known competitors of BOLT Wealth Management include Hutton Wealth Management and Axon Group.
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