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KENNETH E. BOONE WEALTH MANAGEMENT, LLC
CRD 111971
723 W "F" STREET, 16777, OAKDALE, CA, 95361, United States
Phone
209-847-3700
Fax
209-847-6049
Registration
— (—)
Source
State registered
Total AUM
$82.9M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $25.8M |
| High net worth individuals | 29 | $54.7M |
| Pension/profit sharing plans | 4 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD