← Back to searchVisit website
BOONE WEALTH ADVISORS, LLC
CRD 116682 · SEC 801-81073
500 108TH AVE NE, SUITE 1840, BELLEVUE, WA, 98004, United States
Phone
425-462-6406
Fax
425-462-8744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.8M
Discretionary AUM
$506.8M
Team
9 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $23.5M |
| High net worth individuals | 178 | $472.5M |
States served
AZ, CA, LA, OR, WA, TX
All web addresses on file
- HTTPS://TWITTER.COM/BOONEWEALTH/
- HTTP://WWW.BOONEWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/BWADVISORS/
- HTTPS://WWW.YOUTUBE.COM/USER/MWBOONEASSOCIATESLLC
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BOONE-WEALTH-ADVISORS-LLC
- https://www.instagram.com/accounts/login/?next=https%3A%2F%2Fwww.instagram.com%2Fboone_wealth_advisors%2F&is_from_rle
Official SEC filing: View on IAPD