This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$507MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$507M

Private client RAUM

$496MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

554

Individual clients

127

High net worth clients

178

Custody, client assets

$57.2M

SEC number

801-81073

CRD

116682

Filings on the tape

26

First filed

Feb 25, 2015

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, WA

• Occurred

  Mar 20, 2025
  Regulatory AUM changed

  Boone Wealth Advisors, Llc reported RAUM $639.4M, up 175% from $232.6M (2024-10-08 to 2025-03-20)

  Form ADVobserved 6 days ago
  $407M
• Occurred

  Feb 25, 2015
  First Form ADV filing

  Mwboone And Associates, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bc2217a-8eef-631c-597b-d66a0f4e74cc

First observed

Feb 25, 2015

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.