Bootpack Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$111,213,419
Clients
21
Advisors
1
of 1 employees
About
Bootpack Wealth Management serves individuals, high‑net‑worth families, estates, trusts, partnerships, and charitable foundations, providing discretionary and non‑discretionary portfolio management alongside financial planning, tax and estate planning, legacy management, and consulting/Assets‑Under‑Advisement services. The firm also offers access to third‑party SMA and money‑manager programs, held‑away reporting through a third‑party platform, and occasional IPO allocations when available through custodians.
The firm’s investment process emphasizes diversified asset allocation with both strategic and tactical overlays and a value‑oriented component, complemented by long‑term holdings and the selective use of alternative investments and separate manager strategies. It uses third‑party risk profiling tools for client suitability, conducts due diligence on underlying managers, and may blend internally managed sleeves with externally managed SMA/TPMM models to align portfolios with client objectives.
Compared with many solo independent advisers, Bootpack’s client mix notably includes charitable organization clients and the firm discloses roles as investment manager and general partner in pooled private investment vehicles, arrangements that require additional disclosure and oversight. The firm recently transitioned to SEC registration, raised its account minimum and expanded services (including legacy, tax, and estate planning and held‑away reporting), resulting in a relatively concentrated client base with substantial assets under management per advisor.
Client services
Expertise
Fee options
Maximum fixed fee of $500 for financial planning services
Under $1M - $1,000,000: 1.00% $1M - $4,999,999: 0.85% $5M - $9,999,999: 0.75% $10M+: 0.50%
Up to $500 per hour for financial planning and consulting services
Account minimum: $1,000,000
Main office
140 E Broadway Avenue, Suite 25
Jackson WY 83001
Advisors at this office
1
Most active in
New York · Wyoming
Also doing business as
Bootpack Financial Partners, LLC · Bootpack Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
They're affiliated with a bank that may offer its own financial products and services.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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