Overview
Assets Under Management: $233 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 178
Average Client Assets: $3 million
Frequently Asked Questions
BOONE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116682), BOONE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BOONE WEALTH ADVISORS, LLC is headquartered in BELLEVUE, WA.
BOONE WEALTH ADVISORS, LLC serves 178 high-net-worth clients according to their SEC filing dated October 08, 2024. View client details ↓
According to their SEC Form ADV, BOONE WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BOONE WEALTH ADVISORS, LLC manages $233 million in client assets according to their SEC filing dated October 08, 2024.
According to their SEC Form ADV, BOONE WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 556
Discretionary Accounts: 556
Regulatory Filings
CRD Number: 116682
Last Filing Date: 2024-10-08 00:00:00
Website: https://boonewealth.com