B
CRD: 116682
Boone Wealth Advisors, LLC
Bellevue, WA, 98004
4254626406
$506.8M Total AUM
$506.8M Disc. AUM
-- 3Y CAGR
9 Employees
311 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-02-2004
- Office Locations
- 2
Office Locations
500 108th AVE NE Suite 1840 Bellevue WA
777 108th AVE NE Suite 2230 Bellevue WA
About Boone Wealth Advisors, LLC
Boone Wealth Advisors, LLC is a Bellevue-based RIA with 2 offices. The firm has been operating for 21 years. Managing $506.8M in total assets under management, with 4 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
48 AVG AGE
$126.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12.9 yrs AVG TENURE
9 Employees
4 Advisory Reps
4 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Peak Vector
Client Personas
Delta insight
Investment Themes
Delta vital Peak Horizon
Investment Vehicles
Element Optima Pathway fusion
Services
Vector crest Vital capital Timber harbor Oak North focus Oak Radial
Owner & Executives
MICHAEL WILLARD BOONE
Financial Advisor, FOUNDER, General Partner
- CRD
- #1391875
- Ownership
- 75% or more
(424) 714-6378
harbor.element@horizoncapital.com
in linkedin.com/in/alpha-ember
SHAWN MILTON NELSON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2773883
- Ownership
- 10% but less than 25%
(253) 291-7440
prime.catalyst@vitalcapital.com
in linkedin.com/in/summit-radial
F
Foundation matrix
Summit capital
- CRD
- #30181
- Ownership
- 31.9%
(962) 540-3043
value.glacier@northcapital.com
in linkedin.com/in/matrix-oak
Showing 2 of 3 owners & executives
Unlock allContacts
RYAN J ALDERFER
Wealth Advisor
- CRD
- #5172171
(639) 909-5883
wave.matrix@atlascapital.com
in linkedin.com/in/eagle-optima
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $506,779,239 | $914,764 |
| Non-Discretionary | $0 | -- |
| Total | $506,779,239 | $914,764 |
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Separately Managed Accounts
Total SMA Asset: $506,779,239
Public Funds:
24.0% U.S. Government/Agency:
36.9% Equity - Exchange:
28.1% Cash:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $154,445,111 | 24.0% |
| U.S. Government/Agency | $237,459,358 | 36.9% |
| Equity - Exchange | $180,829,484 | 28.1% |
| Cash | $70,787,342 | 11.0% |
| Total | $643,521,295 | 100.0% |