Fee-only adviser · Denton, TX
Boggs Wallace Wealth Partners LLC
Boggs Wallace Wealth Partners LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Denton, Texas. On its latest Form ADV, filed March 19, 2023, it reports $566K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 305698 |
| Office | 121 W Hickory ST Suite 101 Denton, TX 76201 |
| Phone | (214) 741-6721 |
| Website | wallaceaa.com |
| Regulatory assets under management | $566K |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2023 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
- Argyle 2 firms
- Bartonville 1 firm
- Little Elm 1 firm
- Flower Mound 6 firms
- Westlake 1 firm
- Lewisville 2 firms
- The Colony 1 firm
- Southlake 15 firms
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