BOLTWOOD CAPITAL MANAGEMENT
  • BOLTWOOD CAPITAL MANAGEMENT
  • BOLTWOOD KNOWLES & DIBBLEE INC

Adviser Profile

As of Date 04/29/2026
Registration SEC, Approved, 05/21/1986
ADV Location WALNUT CREEK, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 502,513,220 32%
of that, discretionary 461,196,966 31%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,073,746 19%
% High Net Worth 40.00% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

503M 431M 359M 288M 216M 144M 72M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PEROTTI AND CARRADE, CPAS Filing Date01/28/2026 Form ADV-E View Report
Accounting Firm Name PEROTTI AND CARRADE, CPAS Filing Date02/24/2025 Form ADV-E View Report

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