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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DILLON, BRIAN, PATRICK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MONROE, STERLING, THOMAS | I | MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MANAGING MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MANAGING MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MEMBER | NA | |
| MONROE, STERLING, THOMAS | I | MEMBER | NA | |
| BOONE, MICHAEL, WILLARD | I | MANAGING MEMBER | E | Control |
| BOONE, MICHAEL, WILLARD | I | MANAGING MEMBER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| BOONE, MICHAEL, WILLARD | I | FOUNDER | E | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
| NELSON, SHAWN, MILTON | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (6)
AZ CA LA OR TX WA
Address
500 108TH AVE NESUITE 1840
BELLEVUE, WA 98004
United States
Phone: 425-462-6406