Bellevue, WA 500 108th Ave NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Boone Wealth Advisors, LLC
Team
Firm-wide stats for Boone Wealth Advisors, LLC
About
Boone Wealth Advisors is a SEC‑registered advisory firm serving individuals (including high‑net‑worth clients), trusts, retirement plans and business entities; the firm manages about $506.8 million in assets for roughly 305 client relationships with a four‑advisor team. It offers comprehensive portfolio management and financial planning/consulting and participates in sponsored advisory programs, including wrap‑fee arrangements and multiple LPL‑sponsored model and managed account programs.
The firm delivers individualized, typically discretionary portfolio management with at least quarterly reviews and a multi‑meeting financial planning process that results in a written plan when requested. Investment solutions may include ETFs, mutual funds, individual stocks and bonds, allocations to independent money managers, and employ a mix of analytic methods (fundamental, technical, cyclical, charting); strategies range from long‑term holdings to short‑term trading, option writing, short sales and the use of margin/borrowing in managed accounts when appropriate.
Noteworthy compared with many peers, Boone Wealth sponsors a wrap fee program (a relatively uncommon practice for team firms) and explicitly authorizes borrowing/margin within separately managed accounts, which may affect portfolio construction and risk. The firm also offers algorithm‑based Guided Wealth Portfolios alongside traditional model portfolios through LPL, and maintains dual registrations that allow both fee and commission arrangements—conflicts the brochure discloses and describes procedures to manage.
Based on Boone Wealth Advisors, LLC
Expertise
Based on Boone Wealth Advisors, LLC
Location
500 108th Ave NE, Suite 1840
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
Ryan A
CFP®, Series 66
Bellevue, WA
Boone Wealth Advisors, LLC
Ryan Alderfer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has been with Boone Wealth Advisors and LPL Financial since 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project started in 2023. Boone Wealth Advisors is an SEC-registered firm managing approximately $507 million in assets for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies including discretionary management, wrap-fee programs, and algorithm-based portfolios.
Sterling M
Series 66
Bellevue, WA
Boone Wealth Advisors, LLC
Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.
Michael B
CFP®, Series 63, Series 65
Bellevue, WA
Boone Wealth Advisors, LLC
Michael Boone is a CFP® with 40 years of industry experience and a founding advisor at Boone Wealth Advisors, LLC, where he has worked since 2018. He served a two-year sabbatical from 2016 to 2018. Boone is the founder and president of R120, a 501(c)(3) nonprofit involved in Christian charity work both domestically and overseas, and is also active in creative pursuits including photography and writing. Boone Wealth Advisors is a SEC-registered firm serving individuals, trusts, retirement plans, and business entities, managing approximately $506.8 million in assets across about 305 client relationships. The firm offers comprehensive portfolio management and financial planning, employing a mix of analytic methods and strategies including discretionary portfolio management and sponsored advisory programs.
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