BOONE WEALTH ADVISORS, LLC
CRD #116682 SEC #801-81073 BELLEVUE, WA 425-462-6406
SEC Registered
Total AUM
$639.4M
Discretionary
$639.4M
Employees
9
Clients
10
Accounts
598
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $639.4M | $639.4M | $0 | 9 | 6 |
| Oct 2024 | $232.6M | $232.6M | $0 | 8 | 3 |
| Mar 2024 | $232.6M | $232.6M | $0 | 8 | 3 |
| Oct 2023 | $208.8M | $208.8M | $0 | 8 | 10 |
| Mar 2023 | $208.8M | $208.8M | $0 | 8 | 10 |
| Apr 2022 | $256.6M | $256.6M | $0 | 8 | 7 |
| Mar 2022 | $256.6M | $256.6M | $0 | 8 | 7 |
| Sep 2021 | $226.9M | $226.9M | $0 | 8 | 9 |
| May 2021 | $226.9M | $226.9M | $0 | 8 | 9 |
| Apr 2021 | $226.9M | $226.9M | $0 | 8 | 9 |
| Mar 2021 | $226.9M | $226.9M | $0 | 8 | 9 |
| Jun 2020 | $186.9M | $186.9M | $0 | 7 | 12 |
| Mar 2020 | $186.9M | $186.9M | $0 | 7 | 12 |
| Mar 2020 | $186.9M | $186.9M | $0 | 7 | 12 |
| Mar 2019 | $165.6M | $165.6M | $0 | 7 | 2 |
| Oct 2018 | $170M | $170M | $0 | 5 | 0 |
| Mar 2018 | $170M | $170M | $0 | 5 | 0 |
| Apr 2017 | $146.2M | $146.2M | $0 | 6 | 239 |
| Apr 2017 | $146.2M | $146.2M | $0 | 6 | 239 |
| Apr 2017 | $146.2M | $146.2M | $0 | 6 | 239 |
| Mar 2017 | $146.2M | $146.2M | $0 | 6 | 239 |
| Oct 2016 | $141.7M | $141.7M | $0 | 5 | 192 |
| Sep 2016 | $141.7M | $141.7M | $0 | 5 | 192 |
| Mar 2016 | $141.7M | $141.7M | $0 | 5 | 192 |
| Feb 2015 | $147.3M | $147.3M | $0 | 5 | 200 |
DateMar 2025
Total AUM$639.4M
Discretionary$639.4M
Non-Disc.$0
Employees9
Clients6
DateOct 2024
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees8
Clients3
DateMar 2024
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees8
Clients3
DateOct 2023
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees8
Clients10
DateMar 2023
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees8
Clients10
DateApr 2022
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees8
Clients7
DateMar 2022
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees8
Clients7
DateSep 2021
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees8
Clients9
DateMay 2021
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees8
Clients9
DateApr 2021
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees8
Clients9
DateMar 2021
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees8
Clients9
DateJun 2020
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2020
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2020
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2019
Total AUM$165.6M
Discretionary$165.6M
Non-Disc.$0
Employees7
Clients2
DateOct 2018
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees6
Clients239
DateApr 2017
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees6
Clients239
DateApr 2017
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees6
Clients239
DateMar 2017
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees6
Clients239
DateOct 2016
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees5
Clients192
DateSep 2016
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees5
Clients192
DateMar 2016
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees5
Clients192
DateFeb 2015
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients200