Boone Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 27, 2026, reports $507M in regulatory assets under management, 9 employees, and 554 accounts.
Assets Under Management
$507M
Employees
9
Offices
--
Total Clients
305
Primary office
BELLEVUE, WA
500 108TH AVE NE, SUITE 1840, BELLEVUE, WA, United States
Top client segmentHNWI represent 58.4% of total clients.
Top client categories% of clientsClients
1
HNWI
58.4%
178
2
Individuals
41.6%
127
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of March 27, 2026
Discretionary100.0%
$507M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$507M
Total Accounts554
10Y AUM Change+$361M (+246.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee34:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.