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Boyce & Associates Wealth Consulting, Inc.

● SEC registered since 2021CRD 288157SEC# 801-121446Cedar Park, TX
Export (members)
Reg. AUM
$194.3M
Employees
9
Accounts
760
Location
Cedar Park, TX

Boyce & Associates Wealth Consulting, Inc. assets under management

Boyce & Associates Wealth Consulting, Inc. is an investment advisory firm registered with the SEC based in Cedar Park, TX. The firm has been registered since 2021. It reports $194.3 million in regulatory assets under management and employs 9 people.

Boyce & Associates Wealth Consulting, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Eric Charles Boyce ControlManaging Member & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Boyce & Associates Wealth Consulting, Inc. manage?

Boyce & Associates Wealth Consulting, Inc. reports $194.3 million in regulatory assets under management on its Form ADV.

How many employees does Boyce & Associates Wealth Consulting, Inc. have?

Boyce & Associates Wealth Consulting, Inc. reports 9 employees.

Where is Boyce & Associates Wealth Consulting, Inc. located?

Boyce & Associates Wealth Consulting, Inc. is based in Cedar Park, TX and has been SEC-registered since 2021.

Does Boyce & Associates Wealth Consulting, Inc. disclose fund performance?

Boyce & Associates Wealth Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3109 Kenai Dr., Ste 107, Cedar Park, TX 78613
Phone512-522-4838
Fax512-233-0869
Office hoursOffice Visits By Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$194.3M
Non-discretionary$0
Total (RAUM)$194.3M