Wilson & Boucher Capital Management, LLC

Wilson & Boucher Capital Management, LLC (CRD# 134076) is a financial advisory firm headquartered in Moraga, CA. They manage $120,468,278 in 392 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $307,317
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wilson & Boucher Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James B. Boucher
CRD#: 2769588
Orinda, CA
96
Wealthminder
score

James Boucher (CRD# 2769588) is an Investment Advisor Representative working at Wilson & Boucher Capital Management, LLC in Orinda, CA and has over 20 years of experience in the finance industry. James Boucher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin D. Wilson
CRD#: 4551276
230 School Street, Fairfax, CA 94930
93
Wealthminder
score

Benjamin Wilson (CRD# 4551276) is an Investment Advisor Representative working at Wilson & Boucher Capital Management, LLC in Fairfax, CA and has over 15 years of experience in the finance industry.

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