BOONE WEALTH ADVISORS, LLC

500 108th Ave Ne
Suite 1840
Bellevue, Washington 98004
Tel: 425-462-6406

About BOONE WEALTH ADVISORS, LLC

BOONE WEALTH ADVISORS, LLC, formally registered with the SEC as BOONE WEALTH ADVISORS, LLC. The firm was established in 03/31/2015. They have over 1 offices throughout the country.

BOONE WEALTH ADVISORS, LLC is a Bellevue, Washington based Financial Planning firm with nearly $232,616,197 assets under management, offering retirement planning & investment advisory services to 556 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116682
SEC#	801-81073
Assets Managed by Firm	$232,616,197
No. of Clients	556
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	556	$232,616,197
Individuals (other than high net worth individuals)	127	$22,971,940
High net worth individuals	178	$203,787,809
Pension and profit sharing plans	Fewer than 5 clients	$2,389,329
Charitable organizations	Fewer than 5 clients	$3,179,650
Corporations or other businesses	Fewer than 5 clients	$287,469

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