NM
Noah M. Martinez
BOLT WEALTH MANAGEMENT LLC
Clovis, CA
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CRD#: 7658596
NM
Professional summary
Noah Morgan Martinez is a registered financial advisor currently at BOLT WEALTH MANAGEMENT LLC located in Clovis, California.
Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Noah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
2022-Present: Independent Insurance agent/Insurance Related/Clovis, CA/Licensed insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 5% time each month, including during traditional business hours.//
CRS (Client Relationship Summary) - RIA
Click below to view Noah Morgan Martinez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 7, 2022 - Present
BOLT WEALTH MANAGEMENT LLC
RIA
CRD#: 288717
Clovis, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/7/2022)
Current Firm
BW
BOLT WEALTH MANAGEMENT LLC
BOLT WEALTH MANAGEMENT | BOLT WEALTH MANAGEMENT LLC
CRD#: 288717 / SEC#:
California
Registered Investment Advisory firm - (6/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Clovis, CA
Mailing Address
1865 Herndon Ave Suite K-122, Clovis, CA 93611
Phone number
(559) 492-8676
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 277 |
| AUM (Assets Under Management) | $ 41,316,147 |
Red Flags
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