Boone Wealth Advisors, LLC
Boone Wealth Advisors, LLC is an SEC-registered wealth manager in Bellevue, WA with $506.8M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Boone Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116682, SEC 801-81073, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $506.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 9
- Clients
- 305
- CRD
- 116682
- Ownership
- NELSON, SHAWN, MILTON; BOONE, MICHAEL, WILLARD; DILLON, BRIAN, PATRICK; MONROE, STERLING, THOMAS
How much AUM does Boone Wealth Advisors, LLC have?
Boone Wealth Advisors, LLC reported $506.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Boone Wealth Advisors, LLC?
Disclosed owners and executives of Boone Wealth Advisors, LLC include NELSON, SHAWN, MILTON, BOONE, MICHAEL, WILLARD, DILLON, BRIAN, PATRICK, MONROE, STERLING, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.