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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Boone Wealth Advisors LLC
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|---|---|
| CRD # | 116682 |
| SEC # | 801-81073 |
| CIK # | |
| AUM | $639.4 M (2025-03-20) |
| Employees | 9 (44% Investors, 33% Brokers) |
| Phone | 425-462-6406 |
| Address | 500 108th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 26.1 |
| (b) Individuals (high net worth individuals) | 178 | 603.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 639.4 |
| By Discretionary | ||
| Discretionary | 598 | 639.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 639.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.4 | |
| Total | 598 | 639.4 |
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|---|---|---|
|
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KY | 0.6 |
|
Sivia Capital Partners LLC
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CA | 0.6 |
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Allium Financial Advisors LLC
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|
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TN | 0.6 |
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Dodds Wealth LLC
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|
Sierra Summit Advisors LLC
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|
0.6 | |
|
Gradient Capital Advisors LLC
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|
CA | 0.6 |