Daniel W. Boulware

PLATINUM WEALTH MANAGEMENT

Fresno, CA 93711

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CRD#: 6605366

Professional summary

Daniel William Boulware, who also goes by Dan Boulware, is a registered financial advisor currently at PLATINUM WEALTH MANAGEMENT, LLC located in Fresno, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 5 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Dan Boulware

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

IMr. Boulware has the following Outside Business Activity. Mr. Boulware is also registered with The Institute for Wealth Management as an Investment Advisor Representative. In this role he provides financial advice to clients. He spends approximately 10 hours a month in this endeavor during market and non-market hours. He is an independent insurance agent for multiple entities and sells insurance products including annuities. He spends approximately 10 hours a week during market and non-market hours on this endeavor. Rental property owner, less than 2 hours a month during market and non-market hours on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel William Boulware's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 29, 2026 - Present

PLATINUM WEALTH MANAGEMENT, LLC

Office #1: 8050 N. Palm Avenue Suite 300, Fresno, CA 93711

RIA

CRD#: 299438

Fresno, CA

Past

May 13, 2019 - July 23, 2026

THE INSTITUTE

RIA

CRD#: 127207

Clovis, CA

Past

January 27, 2017 - April 30, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

Fresno, CA

Past

October 10, 2016 - January 25, 2017

SOWELL MANAGEMENT

RIA

CRD#: 127145

San Jose, CA

Past

January 21, 2016 - June 19, 2017

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

Morgan Hill, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/19/2015

Uniform Investment Adviser Law Examination

Current Firm

PLATINUM WEALTH MANAGEMENT, LLC

CRD#: 299438 / SEC#:

California

Registered Investment Advisory firm - (4/29/2026 Approved)

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Contact information

Main Address

8050 N. Palm Avenue Suite 300, Fresno, CA 93711

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel W. Boulware

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel William Boulware's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLATINUM WEALTH MANAGEMENT, LLC

THE INSTITUTE

INSTITUTE FOR WEALTH ADVISORS, INC.

SOWELL MANAGEMENT

CONCERT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2015

Current Firm

PLATINUM WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

PLATINUM WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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