← Back to searchVisit website
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
CRD 288157 · SEC 801-121446
3109 KENAI DR., STE 107, CEDAR PARK, TX, 78613, United States
Phone
512-522-4838
Fax
512-233-0869
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$244.6M
Discretionary AUM
$244.6M
Team
8 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $46.2M |
| High net worth individuals | 78 | $188.2M |
| Pension/profit sharing plans | 3 | $9.6M |
| Corporations/business entities | 1 | $593K |
States served
ID, TX
All web addresses on file
Official SEC filing: View on IAPD