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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WISDOM FINANCIAL PLANNING

JOHN BOYER, INC., CRD 145275

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de7c99e8-3313-5d84-ae7c-44f3f1df7343

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2012 to Mar 31, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $166MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $82.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 492
Individual clients: 128
High net worth clients: 57
SEC number: 801-121513
CRD: 145275
Filings on the tape: 10
First filed: Apr 3, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, FL
Website: wisdomfp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN RICHARD BOYER	Certified Financial Planner	TAMPA, FL	16	36	2	no
Sarina Louise Correa	n/a	TAMPA, FL	1	25	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOYER, JOHN, RICHARD	President	E	yes	12/2007	Apr 3, 2012	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$166M	$152M	3	3	0	n/a	n/a
2024	Mar 27, 2025	$159M	$148M	2	1	0	n/a	n/a
2023	Mar 25, 2024	$140M	$129M	2	1	0	n/a	n/a
2022	Mar 29, 2023	$114M	$112M	2	1	0	n/a	n/a
2021	Mar 25, 2022	$117M	$117M	2	1	0	n/a	n/a
2011	Apr 3, 2012	$34.5M	$34.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$166M	$159M	4.4%	$114M	13.2%	3	2	0	0

Relationships

Registered with (2)

← Sarina Louise CorreaAdvisorregistration: current employment
Dec 4, 2024 to presentfactForm ADV
← JOHN RICHARD BOYERAdvisorregistration: current employment
Jul 8, 2010 to presentfactForm ADV

Controls (1)

← BOYER, JOHN, RICHARDOwnerPRESIDENT, ownership code E, individual
Apr 3, 2012 to Mar 25, 2024factForm ADV

Dated events

Occurred
May 17, 2021
First Form ADV filing
John Boyer, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de7c99e8-3313-5d84-ae7c-44f3f1df7343
First observed: Apr 3, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISDOM FINANCIAL PLANNING

JOHN BOYER, INC., CRD 145275

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de7c99e8-3313-5d84-ae7c-44f3f1df7343

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN RICHARD BOYER

Certified Financial Planner

TAMPA, FL

Sarina Louise Correa

n/a

TAMPA, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYER, JOHN, RICHARD

President

yes

12/2007

Apr 3, 2012

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$166M

$152M

n/a

2024

Mar 27, 2025

$159M

$148M

n/a

2023

Mar 25, 2024

$140M

$129M

n/a

2022

Mar 29, 2023

$114M

$112M

n/a

2021

Mar 25, 2022

$117M

n/a

2011

Apr 3, 2012

$34.5M

$34.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$166M

$159M

4.4%

$114M

13.2%