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| BOSS Retirement Advisors LLC
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|---|---|
| CRD # | 171143 |
| SEC # | 801-117974 |
| CIK # | 0001964810 |
| AUM | 1,382.7 M (2026-04-29) |
| Employees | 87 (56% Investors, 0% Brokers) |
| Phone | 801-990-5055 |
| Address | 2500 Executive Parkway Lehi, UT 84048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964810 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 13.1 | ||
| Nvidia Corp | 7.0 | ||
| Apple Inc | 5.4 | ||
| Microsoft Corp | 5.2 | ||
| Amazon Com Inc | 4.1 | ||
| Tesla Motors Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,827 | 1,139.4 |
| (b) Individuals (high net worth individuals) | 129 | 217.4 |
| (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 | 47 | 15.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 10 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 11,452 | 1,382.7 |
| By Discretionary | ||
| Discretionary | 11,452 | 1,382.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,452 | 1,382.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,382.7 | |
| Total | 11,452 | 1,382.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964810] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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