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BOLTWOOD CAPITAL MANAGEMENT

WALNUT CREEK, CA · CRD 110293 · IAPD ↗ · boltwoodcap.com · 415-433-1550

$502.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — BOLTWOOD CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($380.6M -> $502.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
May 2025 — BOLTWOOD CAPITAL MANAGEMENT notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.