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B.O.S.S. RETIREMENT ADVISORS, LLC
CRD 171143File 801-117974
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.38B
Clients
5,013
11,452 accounts
Employees
87
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 22, 2020
- Principal office
- 2500 EXECUTIVE PARKWAY, SUITE 500, LEHI, UT, 84048
- Phone
- 801-990-5055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11,452
- Non-discretionary accounts
- 0
- Total accounts
- 11,452
- AUM per client
- $276K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $10.5M |
| High net worth individuals | 129 | $217.4M |
| Pension and profit sharing plans | 47 | $15.4M |
| Individuals (other than high net worth individuals) | 4,827 | $1.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
Advisory activities
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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- Q11
- Q11D2
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.