Boyce & Associates Wealth Consulting, Inc.
● SEC registered since 2021CRD 288157SEC# 801-121446Cedar Park, TX
Reg. AUM
$244.6M
Employees
8
Accounts
811
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 $244.6 million in regulatory assets under management and employs 8 people.
Boyce & Associates Wealth Consulting, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Charles Boyce Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Boyce & Associates Wealth Consulting, Inc. manage?
Boyce & Associates Wealth Consulting, Inc. reports $244.6 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 8 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
| Address | 3109 Kenai Dr., Ste 107, Cedar Park, TX 78613 |
| Phone | 512-522-4838 |
| Fax | 512-233-0869 |
| Office hours | Office Visits By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$244.6M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$244.6Mregulatory AUM
Discretionary $244.6M