# Bush Wealth Mobile

> Secure mobile access to view financial account balances, holdings, and transactions. (iPhone/iPad app by Bush Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/bush-wealth-mobile/id1474378604 (this page in markdown: same URL + `.md`)
- Developer: [Bush Wealth Management LLC](https://appshunter.io/developer/1474378603)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2019-07-30
- Data updated: 2026-06-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bush-wealth-mobile/id1474378604/reviews.md

## What is Bush Wealth Mobile?

The Bush Wealth Management mobile app provides our clients with secure access to view their account balances and holdings, activity and transactions, performance and reports, statements and tax forms, and more. /n Please remember to contact Bush Wealth Management (“Bush Wealth”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Bush Wealth effect any specific transactions for your account. Bush Wealth shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.

## Key features

- View account balances and holdings
- Access activity and transactions
- Review performance and reports
- Download statements and tax forms
- Secure client portal


## Frequently asked questions about Bush Wealth Mobile

### What can I do with Bush Wealth Mobile?

Bush Wealth Mobile allows you to securely view your account balances and holdings, activity and transactions, performance and reports, statements, and tax forms. It provides convenient access to key financial information for Bush Wealth Management clients.

### Is Bush Wealth Mobile secure?

Yes, the app provides secure access to your financial information. It is designed to protect your account details and transaction history, ensuring a safe mobile experience for clients.

### What devices does Bush Wealth Mobile support?

Bush Wealth Mobile is available for iPhone, iPad, and iPod devices. This ensures clients can access their financial information across various Apple mobile platforms.

### How often is Bush Wealth Mobile updated?

The latest version is 5.22.1, last updated on February 5, 2026. While the provided data shows a future update date, typically apps are updated regularly to improve performance and security.

### What is the age rating for Bush Wealth Mobile?

Bush Wealth Mobile has an age rating of 4+. This indicates it is suitable for users of all ages, with no specific content restrictions.

### Does Bush Wealth Mobile have ads?

No, Bush Wealth Mobile does not contain advertisements. As a free app from Bush Wealth Management, it focuses on providing client services without ad interruptions.

### What is the user rating for Bush Wealth Mobile?

Bush Wealth Mobile has a perfect rating of 5.0 stars based on 1 rating. This suggests a highly positive user experience among its current users.

### How do I report changes in my financial situation to Bush Wealth Management?

You should contact Bush Wealth Management in writing if there are any changes in your personal or financial situation. This is important for reviewing and revising their recommendations and services.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-15

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-07

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-21.*