Boggs Wallace Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boggs Wallace Wealth Partners LLC provides discretionary portfolio management and integrated financial planning services tailored to each client’s goals, time horizon, and risk tolerance, documenting engagements with an Investment Policy Statement. Although registered in the investment‑manager category, the firm’s brochure indicates it serves individuals (including high‑net‑worth and non‑HNW clients) and notes there is no account minimum.
The firm’s investment process combines charting, fundamental analysis, modern portfolio theory and technical analysis, and it implements both long‑term and short‑term trading strategies. Portfolios are generally constructed from mutual funds, equities, ETFs, fixed income, non‑U.S. securities and private placements, and the firm states it seeks fair allocation of limited opportunities across client accounts.
One principal maintains an outside accounting practice and may offer accounting services separate from the firm, an affiliation the brochure discloses as a potential conflict the firm intends to manage. The firm is relatively small and recently established with modest assets under management, requires use of TD Ameritrade Institutional for custody, and does not participate in wrap fee programs.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - And Up: 0.50%
Main office
121 W Hickory St Suite 101
Denton TX 76201
Advisors at this office
1
Most active in
Texas
Also doing business as
Boggs Wallace Wealth Partners LLC · Wallace Accounting & Advisory Services, PLLC · Wallace Accounting & Advisory, PLLC
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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