Boggs Wallace Wealth Partners LLC

Overview

Boggs Wallace Wealth Partners LLC is a small, individually owned limited liability company that provides portfolio management services tailored to individuals and small businesses. The firm lists accounting among its business activities and charges clients a fee calculated as a percentage of assets under management. It is not positioned as a multi-state or pension-consulting adviser, does not identify as an active ESG investor, and does not operate as a capital allocator or a related adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives