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Building 2BOONE WEALTH ADVISORS, LLC

Map pinBELLEVUE, WA
Phone425-462-6406
NotebookSEC #801-81073
Total AUM
$506.8M
Employees
9
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 108TH AVE NE
SUITE 1840
BELLEVUE
WA 98004
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Phone
425-462-6406

ReceiptFinancials

Total AUM
$506.8M
Accounts
554
Discretionary
$506.8M
Accounts
554
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$23.5M
HNW Individual Clients
178
AUM
$472.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Charitable Organization Clients
1
AUM
$5.7M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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