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BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Advisory

N·CEDAR PARK, TX

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$245M
1-Year AUM Growth
+11.9%
3-Year CAGR
+13.6%
Employees
6
Assets Under Management
Total AUM$245M
Discretionary AUM$245M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients273
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingMay 10, 2021
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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