CRD: 111971
Kenneth E. Boone Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-1987
- Office Locations
- 1
Office Locations
About Kenneth E. Boone Wealth Management, LLC
Kenneth E. Boone Wealth Management is an independent advisory firm providing objective, unbiased guidance to families, blending financial education, comprehensive planning, and investment management through life’s milestones. The team offers a full range of investment and financial services with access to a wide array of solutions and uses the Envestnet platform to support portfolio construction.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 144 clients, or 72 clients per representative. That equates to $575.7K in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Kenneth E. Boone Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Kenneth E. Boone Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH EZRA BOONE
Owner
- CRD
- #1218135
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Joshua David Natham
Investment Advisor
- CRD
- #7142616
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $82,900,428 | -- |
| Total | $82,900,428 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Kenneth E. Boone Wealth Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.