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WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
CRD 134076 · SEC 801-100476
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $27.2M |
| High net worth individuals | 66 | $237.5M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD