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BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CEDAR PARK, TX · CRD 288157 · IAPD ↗ · 512-522-4838

$244.6MRegulatory AUM
6Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — BOYCE & ASSOCIATES WEALTH CONSULTING, INC. reported RAUM up 26% ($194.3M -> $244.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2024 — BOYCE & ASSOCIATES WEALTH CONSULTING, INC. shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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