KENNETH E. BOONE WEALTH MANAGEMENT, LLC

Kenneth E. Boone Wealth Management LLC is a registered investment advisor founded by Kenneth E. Boone. Learn about the firm structure and services.

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC is a registered investment advisor (RIA) founded by Kenneth E. Boone. Based on public records, the firm operates in the wealth management space, customarily providing financial planning and portfolio management to individual clients. The firm likely invests in a mix of publicly traded securities, mutual funds, and ETFs, common for RIAs of this scale. Without disclosed holdings or specific portfolio companies, the investment strategy cannot be confirmed beyond typical wealth management practices. No additional offices or team size are publicly available. The firm has not disclosed recent operational events or major hires in the last 24 months. Its structure appears to be a single-advisor RIA. As an RIA, the firm operates under fiduciary duty to clients, but its specific differentiators, such as niche expertise or unique service models, are not evident from available data. The firm's governance and succession planning details remain unconfirmed.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Principals

Kenneth E. Boone

Principal

Who runs investment decisions at KENNETH E. BOONE WEALTH MANAGEMENT, LLC?

Kenneth E. Boone is the named principal and likely oversees all investment decisions. As a single-advisor RIA, discretion typically rests with the founder. No other investment committee members are publicly named.

What services does the firm offer?

As a registered investment advisor, the firm likely provides financial planning, asset management, and retirement planning to individual clients. Specific service lines are not detailed in available records.

Is the firm a fiduciary?

As a registered investment advisor, the firm is legally required to act as a fiduciary under the Investment Advisers Act of 1940. This means it must put client interests ahead of its own.

What investment instruments does the firm use?

Based on the RIA model, the firm likely uses publicly traded securities, mutual funds, and ETFs. No information on alternatives, private investments, or direct holdings is publicly available.

Does the firm have a minimum investment requirement?

Minimum investment requirements are not disclosed. Most RIAs of this size set account minimums between $100,000 and $1 million, but this is unconfirmed for this firm.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.