This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2020
- Office Locations
- 1
Office Locations
About Boggs Wallace Wealth Partners LLC
Boggs Wallace Wealth Partners / Wallace Accounting & Advisory (TX) delivers an integrated, tax-forward "family office" approach spanning tax planning and preparation, fiduciary financial planning, bookkeeping/accounting, estate planning support, and fractional CFO services for business owners and high-income earners. Investment work centers on portfolio construction and asset allocation, often using mutual funds and fixed income; custody includes TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Darren Boggs
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
RUSSELL Alexander WALLACE
Chief Compliance Officer, Founding Partner, Managing Member
- CRD
- #6485860
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $566,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $566,071 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing