# Bockhorst Wealth Stratagies LLC

> Bockhorst Wealth Stratagies LLC is a state-registered investment advisory firm in Troy, MO, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 21, 2026.

- CRD: 342967
- Filed as: BOCKHORST WEALTH STRATAGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MO
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342967
- AdvisorCensus page: https://advisorcensus.com/firm/bockhorst-wealth-stratagies-llc-troy-mo-342967

## Quick answers

**How is Bockhorst Wealth Stratagies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bockhorst Wealth Stratagies LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Bockhorst Wealth Stratagies LLC located?**
Bockhorst Wealth Stratagies LLC's principal office is in Troy, MO, according to its Form ADV.

**Is Bockhorst Wealth Stratagies LLC registered with the SEC or a state?**
Bockhorst Wealth Stratagies LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342967.

**Does Bockhorst Wealth Stratagies LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342967

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bockhorst Wealth Stratagies LLC (CRD 342967): Form ADV filing data as of October 2026.