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BOLTWOOD CAPITAL MANAGEMENT
CRD 110293 · SEC 801-27099
2099 MT. DIABLO BLVD, SUITE 202, WALNUT CREEK, CA, 94596, United States
Phone
415-433-1550
Fax
415-433-2537
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$502.5M
Discretionary AUM
$461.2M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $48.6M |
| High net worth individuals | 92 | $447.7M |
| Corporations/business entities | 5 | $6.2M |
States served
CA, MT, TX
All web addresses on file
Official SEC filing: View on IAPD