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Zachary R Wolf

Boltwood Capital Management

Walnut Creek, CA

CRD 6584058

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Employer firm

Boltwood Capital Management CRD 110293

$503M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Boltwood Capital Management

2099 Mt. Diablo Blvd Suite 202, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-20
TX RA APPROVED_RES 2021-06-24
  • CA RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED_RES
    Since 2021-06-24

Branch Locations

2099 Mt. Diablo Blvd Suite 202, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boltwood Capital Management Walnut Creek CA 11/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-26
  • S65 Uniform Investment Adviser Law Examination
    2016-01-26

View on SEC IAPD

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KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

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