| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Willard Boone Control | Founder | Over 75% | 1999 |
| Shawn Milton Nelson Control | Chief Compliance Officer & Managing Member | 10-25% | 2014 |
| Sterling Thomas Monroe | Member | Under 5% | 2022 |
Boone Wealth Advisors, LLC reports $639.4 million in regulatory assets under management on its Form ADV.
Boone Wealth Advisors, LLC reports 9 employees.
Boone Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2015.
Boone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 500 108th Ave NE, Suite 1840, Bellevue, WA 98004 |
| Phone | 425-462-6406 |
| Fax | 425-462-8744 |
| Office hours | 8a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $639.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $639.4M |