Boyce & Associates Wealth Consulting, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cedar Park, TX. Its latest Form ADV filing, dated March 2, 2026, reports $245M in regulatory assets under management, 8 employees, 1 office, and 811 accounts.
Assets Under Management
$245M
Employees
8
Offices
1 office
Total Clients
268
Primary office
CEDAR PARK, TX
3109 KENAI DR., STE 107, CEDAR PARK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
186
2
HNWI
29.1%
78
3
Pension Plans
1.1%
3
4
Corporations
0.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of March 2, 2026
Discretionary100.0%
$245M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$245M
Total Accounts811
10Y AUM Change+$134M (+120.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.