CRD: 111971
Kenneth E. Boone Wealth Management, LLC
$82.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
144 ADV. Clients
39 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-1987
- Office Locations
- 1
Office Locations
723 W "F" Street 16777 Oakdale CA
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.
Team overview
30 AVG AGE
$41.5M AVG AUM / ADVISOR
$575.7K AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
K
KENNETH EZRA BOONE
Financial Advisor, Owner
- CRD
- #1218135
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Joshua David Natham
Investment Advisor
- CRD
- #7142616
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $82,900,428 | -- |
| Total | $82,900,428 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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