A complete list of active advisors currently associated with Boggs Wallace Wealth Partners LLC

Warmer can help you find a great advisor at Boggs Wallace Wealth Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Boggs Wallace Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Russell Wallace	Denton, TX	6

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