SJ BOYLE WEALTH PLANNING, LLC

SJ BOYLE WEALTH PLANNING, LLC of HANOVER, NH is an SEC-registered investment adviser (CRD 174158). Regulatory assets under management: $30.7M.

Registration

• CRD: 174158
• Type: Registered investment adviser
• Location: 45 LYME ROAD, HANOVER, NH, 03755
• Phone: 603-277-9953
• Latest filing: 2026-03-27
• Regulatory AUM: $30.7M
• Discretionary AUM: $30.7M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174158 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search