B.O.S.S. RETIREMENT ADVISORS, LLC
CRD #171143 SEC #801-117974 LEHI, UT 801-990-5055
SEC Registered Disclosures
Total AUM
$1.1B
Discretionary
$1.1B
Employees
65
Clients
--
Accounts
11,886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $0 | 65 | 0 |
| Oct 2025 | $1.1B | $1.1B | $0 | 65 | 0 |
| Jul 2025 | $1.1B | $1.1B | $0 | 65 | 0 |
| Jun 2025 | $1.1B | $1.1B | $0 | 65 | 0 |
| Feb 2025 | $1.1B | $1.1B | $0 | 65 | 0 |
| Nov 2024 | $764M | $764M | $0 | 61 | 0 |
| Nov 2024 | $764M | $764M | $0 | 61 | 0 |
| Aug 2024 | $764M | $764M | $0 | 61 | 0 |
| Jul 2024 | $764M | $764M | $0 | 61 | 0 |
| Jun 2024 | $764M | $764M | $0 | 61 | 0 |
| Feb 2024 | $764M | $764M | $0 | 61 | 0 |
| Nov 2023 | $588M | $588M | $0 | 50 | 0 |
| Feb 2023 | $588M | $588M | $0 | 50 | 0 |
| Dec 2022 | $433.9M | $433.9M | $0 | 42 | 0 |
| Nov 2022 | $433.9M | $433.9M | $0 | 42 | 0 |
| Jun 2022 | $433.9M | $433.9M | $0 | 42 | 0 |
| Jun 2022 | $433.9M | $433.9M | $0 | 42 | 0 |
| May 2022 | $433.9M | $433.9M | $0 | 42 | 0 |
| Mar 2022 | $433.9M | $433.9M | $0 | 42 | 0 |
| Nov 2021 | $407.7M | $407.7M | $0 | 39 | 0 |
| Oct 2021 | $407.7M | $407.7M | $0 | 39 | 0 |
| Jul 2021 | $276.7M | $276.7M | $0 | 30 | 0 |
| Feb 2021 | $276.7M | $276.7M | $0 | 30 | 0 |
| Feb 2021 | $276.7M | $276.7M | $0 | 30 | 0 |
| Feb 2021 | $276.7M | $276.7M | $0 | 30 | 0 |
| Jan 2021 | $276.7M | $276.7M | $0 | 30 | 0 |
| Dec 2020 | $158.5M | $259.5K | $158.2M | 20 | 0 |
| Jul 2020 | $158.5M | $259.5K | $158.2M | 20 | 0 |
| Jun 2020 | $158.5M | $259.5K | $158.2M | 20 | 0 |
| May 2020 | $158.5M | $259.5K | $158.2M | 20 | 0 |
| Apr 2020 | $158.5M | $259.5K | $158.2M | 20 | 0 |
| Feb 2020 | $158.5M | $259.5K | $158.2M | 20 | 0 |
| Jan 2020 | $170.9M | $170.9M | $0 | 18 | 0 |
| Dec 2019 | $170.9M | $170.9M | $0 | 18 | 0 |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees65
Clients0
DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees65
Clients0
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees65
Clients0
DateJun 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees65
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees65
Clients0
DateNov 2024
Total AUM$764M
Discretionary$764M
Non-Disc.$0
Employees61
Clients0
DateNov 2024
Total AUM$764M
Discretionary$764M
Non-Disc.$0
Employees61
Clients0
DateAug 2024
Total AUM$764M
Discretionary$764M
Non-Disc.$0
Employees61
Clients0
DateJul 2024
Total AUM$764M
Discretionary$764M
Non-Disc.$0
Employees61
Clients0
DateJun 2024
Total AUM$764M
Discretionary$764M
Non-Disc.$0
Employees61
Clients0
DateFeb 2024
Total AUM$764M
Discretionary$764M
Non-Disc.$0
Employees61
Clients0
DateNov 2023
Total AUM$588M
Discretionary$588M
Non-Disc.$0
Employees50
Clients0
DateFeb 2023
Total AUM$588M
Discretionary$588M
Non-Disc.$0
Employees50
Clients0
DateDec 2022
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees42
Clients0
DateNov 2022
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees42
Clients0
DateJun 2022
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees42
Clients0
DateJun 2022
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees42
Clients0
DateMay 2022
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees42
Clients0
DateMar 2022
Total AUM$433.9M
Discretionary$433.9M
Non-Disc.$0
Employees42
Clients0
DateNov 2021
Total AUM$407.7M
Discretionary$407.7M
Non-Disc.$0
Employees39
Clients0
DateOct 2021
Total AUM$407.7M
Discretionary$407.7M
Non-Disc.$0
Employees39
Clients0
DateJul 2021
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees30
Clients0
DateFeb 2021
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees30
Clients0
DateFeb 2021
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees30
Clients0
DateFeb 2021
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees30
Clients0
DateJan 2021
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees30
Clients0
DateDec 2020
Total AUM$158.5M
Discretionary$259.5K
Non-Disc.$158.2M
Employees20
Clients0
DateJul 2020
Total AUM$158.5M
Discretionary$259.5K
Non-Disc.$158.2M
Employees20
Clients0
DateJun 2020
Total AUM$158.5M
Discretionary$259.5K
Non-Disc.$158.2M
Employees20
Clients0
DateMay 2020
Total AUM$158.5M
Discretionary$259.5K
Non-Disc.$158.2M
Employees20
Clients0
DateApr 2020
Total AUM$158.5M
Discretionary$259.5K
Non-Disc.$158.2M
Employees20
Clients0
DateFeb 2020
Total AUM$158.5M
Discretionary$259.5K
Non-Disc.$158.2M
Employees20
Clients0
DateJan 2020
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees18
Clients0
DateDec 2019
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees18
Clients0