Boone Wealth Advisors, LLC
● SEC registered since 2015CRD 116682SEC# 801-81073Bellevue, WA
Reg. AUM
$506.8M
Employees
9
Accounts
554
Location
Bellevue, WA
Boone Wealth Advisors, LLC assets under management
Boone Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2015. It reports $506.8 million in regulatory assets under management and employs 9 people.
Boone Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Willard Boone Control | Founder | Over 75% | 1999 |
| Shawn Milton Nelson Control | Chief Compliance Officer & Managing Member | 10-25% | 2014 |
| Sterling Thomas Monroe | Member | Under 5% | 2022 |
Frequently asked questions
How much does Boone Wealth Advisors, LLC manage?
Boone Wealth Advisors, LLC reports $506.8 million in regulatory assets under management on its Form ADV.
How many employees does Boone Wealth Advisors, LLC have?
Boone Wealth Advisors, LLC reports 9 employees.
Where is Boone Wealth Advisors, LLC located?
Boone Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2015.
Does Boone Wealth Advisors, LLC disclose fund performance?
Boone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 108th Ave NE, Suite 1840, Bellevue, WA 98004 |
| Phone | 425-462-6406 |
| Fax | 425-462-8744 |
| Office hours | 8a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$506.8M▼ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$506.8Mregulatory AUM
Discretionary $506.8M