KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC of OAKDALE, CA is an SEC-registered investment adviser (CRD 111971). Regulatory assets under management: $82.9M.

Registration

• CRD: 111971
• Type: Registered investment adviser
• Location: 723 W "F" STREET, OAKDALE, CA, 95361
• Phone: 209-847-3700
• Latest filing: 2026-03-09
• Regulatory AUM: $82.9M
• Non-discretionary AUM: $82.9M
• Clients: 2
• Accounts: 230

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111971 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search