Falists
← Back to search

HOYT WEALTH MANAGEMENT

HOYT, KENNETH, BRUCE

CRD 310023

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$37.1M

Discretionary AUM

$37.1M

Team

1 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals6$2.5M
High net worth individuals13$34.5M

All web addresses on file

Official SEC filing: View on IAPD