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

11,452

Total Clients

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Registration Details

Accession: CRD-171143
Location: LEHI, UT
Filing Date: April 29, 2026
AUM: $1.4B
Total Clients: 11,452
Amendment: No
SEC EDGAR: View original filing →

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 across 11,452 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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