# Boone Wealth Advisors, LLC

> Boone Wealth Advisors, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 116682
- Filed as: BOONE WEALTH ADVISORS, LLC
- Also doing business as: BOONE WEALTH, BOONE WEALTH ADVISORS, MWBOONE & ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116682
- AdvisorCensus page: https://advisorcensus.com/firm/boone-wealth-advisors-llc-bellevue-wa-116682

## Quick answers

**How is Boone Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Boone Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Boone Wealth Advisors, LLC located?**
Boone Wealth Advisors, LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Boone Wealth Advisors, LLC registered with the SEC or a state?**
Boone Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 116682.

**How much does Boone Wealth Advisors, LLC manage?**
Boone Wealth Advisors, LLC reports $506,779,239 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Boone Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Boone Wealth Advisors, LLC: Regulatory assets under management: $226,883,271 in the October 2021 data and $506,779,239 in the October 2026 data, up 123%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boone Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (178); individuals (other than high net worth individuals) (127).

**Which custodians does Boone Wealth Advisors, LLC use?**
Boone Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Boone Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116682

**What changed in Boone Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $639,367,416 to $506,779,239 (-21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $506,779,239
- Discretionary: $506,779,239
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $23,541,466 |
| High net worth individuals | 178 | $472,486,885 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,773,288 |
| Charitable organizations | Fewer than 5 | $5,711,337 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,266,263 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boonewealth.com
- Facebook @BWADVISORS
- Instagram @accounts
- LinkedIn @BOONE-WEALTH-ADVISORS-LLC
- X @BOONEWEALTH
- YouTube @MWBOONEASSOCIATESLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,883,271 | 8 | September 7, 2021 |
| October 2022 | $256,622,854 | 8 | April 1, 2022 |
| October 2023 | $208,831,691 | 8 | March 22, 2023 |
| October 2024 | $232,616,197 | 8 | March 15, 2024 |
| October 2025 | $639,367,416 | 9 | March 20, 2025 |
| October 2026 | $506,779,239 | 9 | March 27, 2026 |

Regulatory assets under management: $226,883,271 in the October 2021 data and $506,779,239 in the October 2026 data, up 123%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $639,367,416 to $506,779,239 (-21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boone Wealth Advisors, LLC (CRD 116682): Form ADV filing data as of October 2026.