Boone Wealth Advisors, LLC
Boone Wealth Advisors, LLC (CRD# 116682) is a financial advisory firm headquartered in Bellevue, WA. They manage $232,616,197 in 556 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management233MILLION
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Total Number of Accounts556ACCOUNTS
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Average Account Value$418,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, LA, OR, TX, WA
Ryan Alderfer (CRD# 5172171) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 16 years of experience in the finance industry.
Michael Boone (CRD# 1391875) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 38 years of experience in the finance industry.
Sterling Monroe (CRD# 5921078) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 10 years of experience in the finance industry.
Shawn Nelson (CRD# 2773883) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 24 years of experience in the finance industry.