# Boundless Advice LLC

> Boundless Advice LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 289915
- Filed as: BOUNDLESS ADVICE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289915
- AdvisorCensus page: https://advisorcensus.com/firm/boundless-advice-llc-289915

## Quick answers

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

**Is Boundless Advice LLC registered with the SEC or a state?**
Boundless Advice LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289915.

**How much does Boundless Advice LLC manage?**
Boundless Advice LLC reports $17,810,034 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Boundless Advice LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (4); corporations or other businesses not listed above (1).

**Does Boundless Advice LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289915

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,810,034
- Discretionary: $17,810,034
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,080,915 |
| High net worth individuals | 4 | $13,001,346 |
| Corporations or other businesses not listed above | 1 | $727,773 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [boundlessadvice.com](https://boundlessadvice.com)
- Instagram @BOUNDLESSADVICE
- LinkedIn @YMCOURTINES
- X @BOUNDLESSADVICE

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boundless Advice LLC (CRD 289915): Form ADV filing data as of October 2026.