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Boyce & Associates Wealth Consulting Inc
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CRD # | 288157 |
SEC # | 801-121446 |
CIK # | 0001922884 |
AUM | $165.5 MM (2024-05-23) |
Employees | 8 (88% Investors, 0% Brokers) |
Phone | 512-522-4838 |
Address | 3109 Kenai Dr Cedar Park, TX 78613 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001922884] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
DWR Wealth Management LLC
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|
CA | 0.2 |
Old Rock Asset Management LLC
✚
|
IL | 0.2 |
Equistar Wealth Management LLC
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|
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
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|
NC | 0.2 |