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).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $418,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OR, TX, WA

Financial Advisors at Boone Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ryan J. Alderfer
CRD#: 5172171
500 108th Ave Ne, Suite 1840, Bellevue, WA 98004

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.

2
Michael W. Boone
CRD#: 1391875
500 108th Ave Ne, Suite 1840, Bellevue, WA 98004

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.

3
Sterling T. Monroe
CRD#: 5921078
500 108th Ave Ne, Suite 1840, Bellevue, WA 98004

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.

4
Shawn M. Nelson
CRD#: 2773883
777 108th Ave Ne, Suite 2230, Bellevue, WA 98004

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.

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