# KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC of OAKDALE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111971
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111971/similar
- Related entities: https://search.stillhousedata.com/firm/111971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111971

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.