Boltwood Capital Management
Boltwood Capital Management is an SEC-registered wealth manager in Walnut Creek, CA with $502.5M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Boltwood Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110293, SEC 801-27099, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $502.5M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 2
- Clients
- 230
- CRD
- 110293
- Ownership
- DIBBLEE, THOMAS, LORIMER; ABBOTT, THOMAS, LYON; GAMBLE, MARK, D; KNOWLES, KAREN, LEE; HARTELL, MICHAEL, J
How much AUM does Boltwood Capital Management have?
Boltwood Capital Management reported $502.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Boltwood Capital Management?
Disclosed owners and executives of Boltwood Capital Management include DIBBLEE, THOMAS, LORIMER, ABBOTT, THOMAS, LYON, GAMBLE, MARK, D, KNOWLES, KAREN, LEE, HARTELL, MICHAEL, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.