BOONE WEALTH ADVISORS, LLC

CRD 116682File 801-81073

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$506.8M

Above cohort median (national)

Discretionary AUM

$506.8M

Clients

305

554 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 31, 2015
Principal office: 500 108TH AVE NE, SUITE 1840, BELLEVUE, WA, 98004
Phone: 425-462-6406
Website: HTTPS://TWITTER.COM/BOONEWEALTH/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $506.8M
Discretionary AUM: $506.8M
Non-discretionary AUM: $0
Discretionary accounts: 554
Non-discretionary accounts: 0
Total accounts: 554
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.3M
Charitable organizations	Fewer than 5	$5.7M
High net worth individuals	178	$472.5M
Pension and profit sharing plans	Fewer than 5	$2.8M
Individuals (other than high net worth individuals)	127	$23.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.