BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Firm details
- Headquarters
- CEDAR PARK, Texas
- CRD number
- 288157
- Registered since
- June 10, 2021
- Website
- www.boycewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.94%
- Individuals18.9%
- Pension & Profit Sharing Plans3.92%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Boyce & Associates Wealth Consulting, Inc. is an independent, SEC‑registered registered investment adviser that began filing in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory compensation combines percentage‑of‑AUM fees and fixed fees. In addition to advisory work, the firm engages in insurance brokerage and other financial product sales, which appears to support use of annuities and similar products in client solutions. Boyce & Associates does not identify as an active ESG investor and is not a multi‑state adviser; it does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Other24%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1ERIC BOYCE
CEO & Co-FounderCRD 1925789
Contacts
3 of 7Karl Van Reusen
Senior Wealth ManagerCRD 6057622
JONATHAN MCQUADE
Senior Wealth ManagerCRD 5677776
THOMAS KEMLER
Business ConsultantCRD 1447050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$143M in ETFs
55%
$78.5M
43%
$65M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $17.8M | 203,008 | 12.43% |
Location
CEDAR PARK, TX
WILLIAMSON
Location
CEDAR PARK, TX
Headquartered in CEDAR PARK, TX, in the South of the United States.
- Region
- South
- County
- WILLIAMSON
- Address
- 3109 Kenai Dr
- Time zone
- CT (UTC-6)
- Office locations
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