Boomfish Wealth Group, Llc
- Regulatory AUM
- $214M
- Discretionary
- $214M
- Clients
- 232
- Avg AUM / client
- $924K
- Accounts
- 786
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $36.6M | 17.1% |
| High net worth individuals | 97 | $154M | 71.7% |
| Charitable organizations | 6 | $24.0M | 11.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Hudson Spencer | Managing Member/ Chief Compliance Officer | Sep 2011 (15y) | 75% or more | |
| Scott M Noble | Chief Operating Officer | Personal Financial Specialist | Oct 2013 (13y) | Less than 5% |
| Travis Woodman Raish | Registered representative | CFA | Feb 2017 (9y) | |
| Andrea K Soule | Registered representative | Apr 2021 (5y) | ||
| Andrew James Lightle | Registered representative | Jul 2025 (1y) | ||
| Mason Ware | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $220M (103% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗