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BOONE WEALTH ADVISORS, LLC

BELLEVUE, WA · CRD 116682 · IAPD ↗ · 425-462-6406

$506.8MRegulatory AUM
4Advisory reps
9Employees
6Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — BOONE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($232.6M -> $639.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.