SEC Form ADV

BOONE WEALTH ADVISORS, LLC

Firm profile: Boone Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA
$506.8M
Assets Under Management
554
Total Clients
9
Employees
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Registration Details

Accession
CRD-116682
Location
BELLEVUE, WA
Filing Date
March 27, 2026
AUM
$506.8M
Total Clients
554
Employees
9
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

BOONE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $506.8M in assets across 554 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.