Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260817243
SEC advisor number
801-68214
FINRA CRD number
144748
AUM ?
$654.82 mm
(as of 30 Mar 22)
Accounts
350
(as of 30 Mar 22)
Employees
13
(8 investment advisory or research)
Address
Boyer & Corporon Wealth Management
14221 METCALF AVENUE
SUITE 201
OVERLAND PARK
KS 66223
14221 METCALF AVENUE
SUITE 201
OVERLAND PARK
KS 66223
Office hours
Monday - Friday, 8 AM TO 5 PM
Phone
913-685-2300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Boyer, Richard, Wakefield | Managing Member, Chief Executive Officer, Chief Investment Officer | 08/2007 | 25-50% |
Corporon, Melinda, Katherine | Member | 08/2007 | 10-25% |
Hackleman, Steven, Brian | Chief Compliance Officer, Managing Partner | 09/2007 | 10-25% |
Carley, Laura, Kathryn | Partner & Portfolio Manager | 01/2016 | 10-25% |
Clark, Eric, Charles | Senior Wealth Advisor, Managing Partner | 01/2016 | 10-25% |
Wysong, Cynthia, Renee | Wealth Advisor, Partner | 01/2020 | 10-25% |
Bloodgood, Cory, Alan | Portfolio Manager & Partner | 01/2020 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 25
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22