# KENNETH E. BOONE WEALTH MANAGEMENT, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 111971
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111971

## About

KENNETH E. BOONE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in OAKDALE, CA. The firm manages approximately $83 million in assets. It has 2 employees and 2 investment advisers.

## People

- Kenneth E. Boone — Principal

## Questions

### 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.

### 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.

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- [Mariner Institutional, LLC](https://altss.com/profile/mariner-institutional-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kenneth-e-boone-wealth-management-llc

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