SourcingSourcing

BOONE WEALTH ADVISORS, LLC

C39
CRD 116682·SEC 801-81073·BELLEVUE, WA
AUM
$506.8M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOONE WEALTH ADVISORS, LLC
CRD
116682
SEC file #
801-81073
EIN
—
DBA names
—

Economics

AUM
$506.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$165.6M → $506.8M▲ +206%
Client mix
Individuals High Net Worth178
Individuals Other127

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
twitter.com/boonewealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOONE, MICHAEL, WILLARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOONE, MICHAEL, WILLARD
NELSON, SHAWN, MILTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1391875
Trust Company Affiliate
No

People (4)

4
BOONE, MICHAEL, WILLARD
IAR · Direct Owner · 87.5%
1391875
NELSON, SHAWN, MILTON
IAR · Direct Owner · 17.5%
2773883
MONROE, STERLING, THOMAS
IAR · Executive Officer · 2.5%
5921078
RYAN J ALDERFER
IAR
5172171