Investment adviser · CRD 288157

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Investment adviser filing (IA)

CEDAR PARK, TX, United States · Form ADV filed Aug 26, 2026

Regulatory AUM: $245M
Client accounts: 811
Employees: 8
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	78	$188,201,152	76.9%
Individuals	186	$46,225,674	18.9%
Retirement plans	Fewer than 5	$9,599,371	3.9%
Corporations & businesses	Fewer than 5	$592,567	0.2%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2128325 · Aug 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

3109 KENAI DR., STE 107
CEDAR PARK, TX, 78613, United States

CRD 288157

Filing source

Form ADV 2128325 · Aug 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.