BUSH INVESTMENT GROUP, LLC
Legal name: BUSH WEALTH MANAGEMENT
CRD #304262 SEC #801-116917 VALDOSTA, GA 229-247-1474
SEC Registered
Total AUM
$213.1M
Discretionary
$213.1M
Employees
12
Clients
26
Accounts
1,078
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $213.1M | $213.1M | $0 | 12 | 0 |
| Mar 2025 | $213.1M | $213.1M | $0 | 12 | 0 |
| Dec 2024 | $180.3M | $180.3M | $21K | 10 | 0 |
| Sep 2024 | $180.3M | $180.3M | $21K | 10 | 0 |
| Mar 2024 | $180.3M | $180.3M | $21K | 10 | 0 |
| Jul 2023 | $157.4M | $157.2M | $195.9K | 9 | 0 |
| Mar 2023 | $157.4M | $157.2M | $195.9K | 9 | 0 |
| Dec 2022 | $163.2M | $162.9M | $265.2K | 9 | 0 |
| Jun 2022 | $163.2M | $162.9M | $265.2K | 9 | 0 |
| Mar 2022 | $163.2M | $162.9M | $265.2K | 9 | 0 |
| Dec 2021 | $136.9M | $136.9M | $18.8K | 7 | 0 |
| Aug 2021 | $136.9M | $136.9M | $18.8K | 7 | 0 |
| Apr 2021 | $136.9M | $136.9M | $18.8K | 7 | 0 |
| Mar 2021 | $136.9M | $136.9M | $18.8K | 7 | 0 |
| Nov 2020 | $123.6M | $123.6M | $0 | 7 | 0 |
| Jun 2020 | $123.6M | $123.6M | $0 | 7 | 0 |
| Mar 2020 | $123.6M | $123.6M | $0 | 7 | 0 |
| Nov 2019 | $115M | $115M | $0 | 5 | 0 |
| Oct 2019 | $115M | $115M | $0 | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Jul 2019 | $0 | $0 | $0 | 5 | 0 |
| Jun 2019 | $0 | $0 | $0 | 5 | 0 |
DateJul 2025
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees12
Clients0
DateDec 2024
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$21K
Employees10
Clients0
DateSep 2024
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$21K
Employees10
Clients0
DateMar 2024
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$21K
Employees10
Clients0
DateJul 2023
Total AUM$157.4M
Discretionary$157.2M
Non-Disc.$195.9K
Employees9
Clients0
DateMar 2023
Total AUM$157.4M
Discretionary$157.2M
Non-Disc.$195.9K
Employees9
Clients0
DateDec 2022
Total AUM$163.2M
Discretionary$162.9M
Non-Disc.$265.2K
Employees9
Clients0
DateJun 2022
Total AUM$163.2M
Discretionary$162.9M
Non-Disc.$265.2K
Employees9
Clients0
DateMar 2022
Total AUM$163.2M
Discretionary$162.9M
Non-Disc.$265.2K
Employees9
Clients0
DateDec 2021
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$18.8K
Employees7
Clients0
DateAug 2021
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$18.8K
Employees7
Clients0
DateApr 2021
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$18.8K
Employees7
Clients0
DateMar 2021
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$18.8K
Employees7
Clients0
DateNov 2020
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0