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| Happy Holidays!! thanks for using AUM13F!! |
| Boyce & Associates Wealth Consulting Inc
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|---|---|
| CRD # | 288157 |
| SEC # | 801-121446 |
| CIK # | 0001922884 |
| AUM | $194.3 M (2025-02-10) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 512-522-4838 |
| Address | 3109 Kenai Dr Cedar Park, TX 78613 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.1 | ||
| Apple Inc | 2.0 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Amazon Com Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 50.9 |
| (b) Individuals (high net worth individuals) | 54 | 133.5 |
| (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 | 3 | 8.8 |
| (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 | 3 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 760 | 194.3 |
| By Discretionary | ||
| Discretionary | 760 | 194.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 760 | 194.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 194.1 | |
| Total | 760 | 194.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001922884] |
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|---|---|---|
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ORCA Wealth Management LLC
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