Boyce & Associates Wealth Consulting, Inc.
Firm details
- Headquarters
- Cedar Park, Texas
- CRD number
- 288157
- Registered since
- June 10, 2021
- Website
- www.boycewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.94%
- Individuals18.9%
- Pension & Profit Sharing Plans3.92%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Boyce & Associates Wealth Consulting, Inc. is an independent registered investment adviser that began SEC registration in 2021. The firm is organized as a corporation and is owned by an individual. Its client base includes both individuals and families as well as institutional clients. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Revenue is generated through a mix of percentage-of-AUM and fixed-fee arrangements. The firm also conducts insurance brokerage and other financial product sales as part of its business activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Other24%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Eric Boyce
CEO & Co-FounderCRD 1925789
Contacts
3 of 7
Jonathan Mcquade
Senior Wealth ManagerCRD 5677776
Lindsey Sharpe
Vice President, Financial Planning ManagerCRD 5273386
Karl Van Reusen
Senior Wealth ManagerCRD 6057622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$159M in ETFs
56%
$88.2M
41%
$70.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $18M | 184,940 | 11.32% |
Location
Cedar Park, TX
Williamson
Location
Cedar Park, TX
Headquartered in Cedar Park, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 3109 Kenai Dr
- Time zone
- CT (UTC-6)
- Office locations
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