BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Adviser information for BOYCE & ASSOCIATES WEALTH CONSULTING, INC. last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	7
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	725	$165.5M
Non-Discretionary	0	$0
Total	725	$165.5M

Clients

Type	Number	RAUM
Individuals	221	$55.9M
HNW Individuals	34	$93.7M
Banking or thrift institutions	<5	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	7	$15.6M
Charitable organizations	<5	$0
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	<5	$269,919
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-121446
SEC ERA File Number	801-121446
SEC CIK Numbers	1922884
SEC CRD Numbers	288157
Legal Entity Identifier	None

Principal Office

3109 KENAI DR.
STE 107
CEDAR PARK
TX
United States

OFFICE VISITS BY APPOINTMENT ONLY, OFFICE VISITS BY APPOINTMENT ONLY

Tel: 512-522-4838, Fax: 512-233-0869

Websites

www.facebook.com/boycewealth/ www.linkedin.com/company/boycewealthconsulting www.youtube.com/channel/ucmg_2zid6hbasib3htd82ta www.boycewealth.com

Chief Compliance Officer

ERIC CHARLES BOYCE

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

3109 KENAI DR.

STE 107

CEDAR PARK

United States

Tel: 512-522-4838

Fax: 512-233-0869

E***@************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
BOYCE, ERIC, CHARLES	Individual	–	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	03/2017	> 75%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024

Name	Class	Value $USD	# Shares	Private Fund
ALPS ETF TR	ALERIAN MLP	956K	20K	–
ABBVIE INC	COM	214K	1K	–
ALPHABET INC	CAP STK CL A	744K	4K	–
AMAZON COM INC	COM	823K	4K	–
AMERICAN CENTY ETF TR	US SML CP VALU	396K	4K	–
APPLE INC	COM	2M	10K	–
AUTODESK INC	COM	341K	1K	–
BERKSHIRE HATHAWAY INC DEL	CL B NEW	643K	2K	–
CADIZ INC	COM NEW	99K	32K	–
CHART INDS INC	COM	375K	3K	–
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	952K	32K	–
DIMENSIONAL ETF TRUST	US EQUITY ETF	507K	9K	–
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	471K	8K	–
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	234K	4K	–
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	714K	22K	–
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	2M	68K	–
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	1M	45K	–
DIMENSIONAL ETF TRUST	WORLD EX US CORE	488K	19K	–
EXXON MOBIL CORP	COM	286K	2K	–
FS KKR CAP CORP	COM	690K	35K	–
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	354K	4K	–
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	4M	47K	–
FIRST TR EXCHANGE TRADED FD	GROWTH STRENGTH	614K	20K	–
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	349K	4K	–
FIRST TR MID CAP CORE ALPHAD	COM SHS	232K	2K	–
FIRST TRUST LRGCP GWT ALPHAD	COM SHS	432K	4K	–
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	751K	16K	–
FIRST TR EXCHANGE-TRADED FD	BUYWRIT INCM ETF	512K	23K	–
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	262K	15K	–
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	517K	22K	–
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	7M	133K	–
FIRST TR EXCHNG TRADED FD VI	INCOME OPPRTNTES	270K	13K	–
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR SMCP	771K	27K	–
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	636K	20K	–
FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	8M	336K	–
FIRST TR EXCHNG TRADED FD VI	EXPANDED TECHNOL	258K	9K	–
FORD MTR CO DEL	COM	130K	10K	–
GLOBAL X FDS	RBTCS ARTFL INTE	219K	7K	–
HYLIION HOLDINGS CORP	COMMON STOCK	42K	26K	–
ISHARES GOLD TR	ISHARES NEW	1M	26K	–
ISHARES TR	7-10 YR TRSY BD	1M	13K	–
ISHARES TR	NATIONAL MUN ETF	501K	5K	–
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	834K	17K	–
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	991K	20K	–
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	4M	79K	–
LEGG MASON ETF INVT	FRANKLIN INTL LW	5M	160K	–
NETFLIX INC	COM	271K	402	–
NVIDIA CORPORATION	COM	3M	26K	–
NUVEEN CR STRATEGIES INCOME	COM SHS	776K	140K	–
NUTRIEN LTD	COM	274K	5K	–
PROSHARES TR	S&P 500 DV ARIST	388K	4K	–
SPDR SER TR	NUVEEN BLMBRG SH	283K	6K	–
SPDR SER TR	RUSSELL MOMENTUM	254K	2K	–
SCHWAB STRATEGIC TR	US BRD MKT ETF	270K	4K	–
SCHWAB STRATEGIC TR	US LCAP GR ETF	501K	5K	–
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	379K	7K	–
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	231K	3K	–
SCHWAB STRATEGIC TR	US DIVIDEND EQ	873K	11K	–
SHERWIN WILLIAMS CO	COM	524K	2K	–
SITIO ROYALTIES CORP	CLASS A COM	310K	13K	–
TESLA INC	COM	292K	1K	–
23ANDME HOLDING CO	CLASS A COM	54K	138K	–
VANECK ETF TRUST	IG FLOATING RATE	258K	10K	–
VANECK ETF TRUST	MRNGSTR WDE MOAT	11M	131K	–
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	1M	11K	–
VANGUARD INDEX FDS	S&P 500 ETF SHS	777K	2K	–
VANGUARD INDEX FDS	VALUE ETF	311K	2K	–
WISDOMTREE TR	US QTLY DIV GRT	9M	120K	–