Boyce & Associates Wealth Consulting Inc

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Assets, Funds, Holdings

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Boyce & Associates Wealth Consulting Inc
CRD #288157
SEC #801-121446
CIK #0001922884
AUM $165.5 MM (2024-05-23)
Employees 8 (88% Investors, 0% Brokers)
Phone512-522-4838
Address3109 Kenai Dr
Cedar Park, TX 78613
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
170136102683402009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 3.2
AAPL 2,382,844.0 2.1
IAU 1.1
AMZN 1,092,997.8 0.8
GOOGL 1,475,138.5 0.7
FSK 5,490.0 0.7
 
 
 
 
 
Holdings by Sector ($MM)
1008060402002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 221 55.9
(b) Individuals (high net worth individuals) 34 93.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 15.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.3
(n) Other 0 0.0
Total 725 165.5
By Discretionary
Discretionary 725 165.5
Non-Discretionary 0 0.0
Total 725 165.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 165.5
Total 725 165.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001922884]
Comparable Firms State AUM ($BB)
DWR Wealth Management LLC
CA 0.2
Old Rock Asset Management LLC
IL 0.2
Equistar Wealth Management LLC
TX 0.2
TAM Financial Advisors LLC
MD 0.2
Processus Wealth & Capital Management LLC
TN 0.2
UCAP Asset Management LLC
FL 0.2
Davies Financial Advisors Inc
CA 0.2
Kroon & Mitchell Asset Management LLC
MI 0.2
RH Buchanan Asset Management LLC
AK 0.2
Private Wealth Management of North Carolina LLC
NC 0.2
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