WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
SEC RegisteredBuilding futures together.
About the firm
Wilson Boucher is a Northern California-based wealth management firm established in 2005, offering a highly personal and customized approach to asset management. Clients work directly with one of the two firm owners to create a financial plan incorporating their goals and objectives, with ongoing monitoring and communication according to individual preferences.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management using individual stocks and bonds, financial planning, risk management solutions, trust and estate planning, and tax planning.
Who they serve
Individuals who have not been able to focus sufficiently on their finances, feel anxiety about their financial future, or are unhappy with their current advisory arrangement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $27M |
| High Net Worth Individuals | 66 | $238M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WILSON & BOUCHER CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.