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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2020
- Office Locations
- 1
Office Locations
About Hoyt Wealth Management
Hoyt Wealth Management is a Westford, MA-based RIA serving clients nationwide, specializing in professionals approaching retirement or recently retired, including science and tech employees with RSUs, stock options, and concentrated employer stock. The practice leads with financial and tax planning (withdrawal and employer-stock timing strategies) and delivers evidence-based, tax-focused investment management, including ETF and mutual fund portfolios, custodied at Schwab.
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Investment Themes
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Owner & Executives
KENNETH BRUCE HOYT
Chief Compliance Officer, FOUNDER
- CRD
- #4630079
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,072,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,072,636 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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