# BOONE WEALTH ADVISORS, LLC

BOONE WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 116682
- Type: SEC-registered investment adviser
- SEC file number: 801-81073
- Location: 500 108TH AVE NE, SUITE 1840, BELLEVUE, WA, 98004
- Phone: 425-462-6406
- Latest filing: 2026-03-27
- Regulatory AUM: $506.8M
- Discretionary AUM: $506.8M
- Clients: 9
- Accounts: 554

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116682/similar
- Related entities: https://search.stillhousedata.com/firm/116682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116682

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.