RIA Intel›Advisers›California›KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

Advisory

OAKDALE, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA
#2,979
of 5,480 advisers by AUM
Average account
$360K
across 230 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$83M
Discretionary %
0%
Clients
144
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$83M
Discretionary AUM$0
Non-Discretionary AUM$83M
Discretionary %0%
Total Clients144
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ADES INVESTMENT COUNSEL, INC.
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POLYMATH INVESTMENTS LLC
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H&S FINANCIAL ADVISORS LLC
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$83M
+39.2% 1Y
ALL SEASONS INVESTMENT ADVISORS, INC
$83M
LANDSWORTH CORPORATION
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$83M
CROSSOVER FUND III MANAGEMENT LLC
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$83M
+5.3% 1Y

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