Marcos Simon Lemus
Investment adviser representative at Bulman Wealth Group
13 yearsExperience
1 stateRegistered in
$283MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Bulman Wealth GroupNov 2021 to now
- Spring Education, MerryhillAug 2013 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bulman Wealth Group
Legal name: Chris Bulman Inc.
$283MAssets managed
556Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7749827
- Firm CRD
- 313552