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WILSON & BOUCHER CAPITAL MANAGEMENT, LLC

CRD 134076 · SEC 801-100476

Visit website

CA, United States

Phone

(800) 381-8610

Fax

(925) 631-0473

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$280.4M

Discretionary AUM

$280.4M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals67$27.2M
High net worth individuals66$237.5M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD