B.o.s.s. Retirement Advisors, LLC
● SEC registered since 2020CRD 171143SEC# 801-117974Lehi, UT
Reg. AUM
$1.38B
Employees
87
Accounts
11,452
Location
Lehi, UT
B.o.s.s. Retirement Advisors, LLC assets under management
B.o.s.s. Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in Lehi, UT. The firm has been registered since 2020. It reports $1.4 billion in regulatory assets under management and employs 87 people.
B.o.s.s. Retirement Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Richard Dewsnup Control | Chief Operating Officer | Under 5% | 2023 |
| Curtis Gardiner Packer Control | Cco | Under 5% | 2020 |
| Jeffrey Ryan Morton | Chief Marketing Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does B.o.s.s. Retirement Advisors, LLC manage?
B.o.s.s. Retirement Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does B.o.s.s. Retirement Advisors, LLC have?
B.o.s.s. Retirement Advisors, LLC reports 87 employees.
Where is B.o.s.s. Retirement Advisors, LLC located?
B.o.s.s. Retirement Advisors, LLC is based in Lehi, UT and has been SEC-registered since 2020.
Does B.o.s.s. Retirement Advisors, LLC disclose fund performance?
B.o.s.s. Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Executive Parkway, Suite 500, Lehi, UT 84048 |
| Phone | 801-990-5055 |
| Fax | 866-244-8618 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.38B▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.38B