BOONE WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 116682). Regulatory assets under management: $506.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Willard Boone | FOUNDER | — |
| Shawn Milton Nelson | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| Sterling Thomas Monroe | MEMBER | — |
| NELSON JONATHAN MILTON | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| BOONE MICHAEL WILLARD | FOUNDER; MANAGING MEMBER | — |
| DILLON BRIAN PATRICK | CHIEF INVESTMENT OFFICER | — |
| MONROE STERLING THOMAS | MANAGING MEMBER; MEMBER | — |