BOONE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$507M

Discretionary

$507M

100% of AUM

Avg account

$915K

Accounts

554

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 116682
Registered since: March 31, 2015
Website: www.boonewealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.23%
Individuals4.65%
Charitable Organizations1.13%
Pension & Profit Sharing Plans0.55%
Corporations / Businesses0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Boone Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for individual and family clients. Registered in 2015, the firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients, and it offers pension consulting and manager selection services. Fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which supports both advisory relationships and project-based planning work. Investment posture is tilted toward fixed income: the firm reports a clear preference for US government bonds as its primary holding type. Boone Wealth Advisors is not an active ESG investor and it does not operate as a multi-state adviser. It also lists an insurance company affiliation, suggesting a relationship or service channel with an insurance partner rather than a primary distribution arm.