SEC Form ADV

B.O.S.S. RETIREMENT ADVISORS, LLC

Firm profile: B.O.S.S. Retirement Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserUT

$1.4B

Assets Under Management

Employees

Get LP Contact Details

Registration Details

Accession: crd-171143
Location: LEHI, UT
Filing Date: August 13, 2026
AUM: $1.4B
Institutional Clients: 47
Employees: 87
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

B.O.S.S. RETIREMENT ADVISORS, LLC is a registered investment adviser headquartered in LEHI, UT, managing approximately $1.4B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings