RIA Intelligence

BOLTWOOD CAPITAL MANAGEMENT

CRD #110293 SEC #801-27099 WALNUT CREEK, CA 415-433-1550
SEC Registered
Total AUM
$380.6M
Discretionary
$351.7M
Employees
2
Clients
25
Accounts
430

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
MARCH
Registration Date
--
Latest Filing
Apr 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ABBOTT, THOMAS, LYONICHAIRMANNA Control
ABBOTT, THOMAS, LYONICHAIRMANNA Control
ABBOTT, THOMAS, LYONICHAIRMANNA Control
ABBOTT, THOMAS, LYONICHAIRMANNA Control
ABBOTT, THOMAS, LYONICHAIRMANNA Control
ABBOTT, THOMAS, LYONICHAIRMANNA Control
ABBOTT, THOMAS, LYONICHAIRMANNA Control
DIBBLEE, THOMAS, LORIMERIPRINCIPALNA Control
DIBBLEE, THOMAS, LORIMERIPRINCIPALNA Control
DIBBLEE, THOMAS, LORIMERIPRINCIPALNA Control
GAMBLE, MARK, DIPRESIDENTNA
HARTELL, MICHAEL, JICO-CHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICO-CHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
HARTELL, MICHAEL, JICHAIRMANNA Control
KNOWLES, KAREN, LEEICO-CHAIRMANNA Control
KNOWLES, KAREN, LEEICO-CHAIRMANNA Control
STOCK, MICHAEL, JOHNISECRETARYNA Control
STOCK, MICHAEL, JOHNISECRETARYNA Control
STOCK, MICHAEL, JOHNISECRETARYNA Control
Wolf, Zachary, RIDIRECTORNA Control
ABBOTT, THOMAS, LYONIPRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICERE Control
ABBOTT, THOMAS, LYONIPRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICERE Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERE Control
ABBOTT, THOMAS, LYONIPRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICERE Control
ABBOTT, THOMAS, LYONIPRESIDENT & TREASURERE Control
ABBOTT, THOMAS, LYONIPRESIDENT & TREASURERE Control
ABBOTT, THOMAS, LYONIPRESIDENT & TREASURERE Control
ABBOTT, THOMAS, LYONIPRESIDENT & TREASURERE Control
ABBOTT, THOMAS, LYONIPRESIDENT & TREASURERE Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERD Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERD Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERD Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERD Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERD Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERD Control
GAMBLE, MARK, DIPRESIDENT & SECRETARYD Control
GAMBLE, MARK, DIPRESIDENTD Control
GAMBLE, MARK, DIPRESIDENT & SECRETARYD Control
GAMBLE, MARK, DIPRESIDENTD Control
GAMBLE, MARK, DIPRESIDENTD Control
GAMBLE, MARK, DIPRESIDENT & SECRETARYD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
STOCK, MICHAEL, JOHNIPRESIDENT, TREASURER & CCOD Control
Wolf, Zachary, RISECRETARYD Control
Wolf, Zachary, RISECRETARYD Control
Wolf, Zachary, RISECRETARYD Control
Wolf, Zachary, RISECRETARYD Control
Wolf, Zachary, RISECRETARYD Control
Wolf, Zachary, RISECRETARYD Control
Wolf, Zachary, RISECRETARYD Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERC Control
ABBOTT, THOMAS, LYONITREASURER & CHIEF COMPLIANCE OFFICERC Control
DIBBLEE, THOMAS, LORIMERIPRESIDENTC Control
DIBBLEE, THOMAS, LORIMERIPRINCIPALC Control
DIBBLEE, THOMAS, LORIMERIPRESIDENTC Control
DIBBLEE, THOMAS, LORIMERIPRESIDENTC Control
GAMBLE, MARK, DISECRETARYC Control
GAMBLE, MARK, DIPRESIDENT & SECRETARYC Control
KNOWLES, KAREN, LEEICHAIRMANC Control
KNOWLES, KAREN, LEEICHAIRMANC Control
STOCK, MICHAEL, JOHNISECRETARYC Control
STOCK, MICHAEL, JOHNISECRETARYC Control
STOCK, MICHAEL, JOHNISECRETARYC Control
STOCK, MICHAEL, JOHNISECRETARYC Control
STOCK, MICHAEL, JOHNISECRETARY & CHIEF COMPLIANCE OFFICERC Control
STOCK, MICHAEL, JOHNISECRETARY & CHIEF COMPLIANCE OFFICERC Control
STOCK, MICHAEL, JOHNISECRETARY & CHIEF COMPLIANCE OFFICERC Control
STOCK, MICHAEL, JOHNISECRETARY & CHIEF COMPLIANCE OFFICERC Control
STOCK, MICHAEL, JOHNISECRETARY & CHIEF COMPLIANCE OFFICERC Control
ABBOTT, THOMAS, LYONISECRETARYB
ABBOTT, THOMAS, LYONISECRETARYB

Registrations

Federal

IA
Apr 29, 2025 REGISTERED

Notice Filings (3)

CA MT TX

Address

2099 MT. DIABLO BLVD
SUITE 202
WALNUT CREEK, CA 94596
United States
Phone: 415-433-1550