RIA Intel›Advisers›Utah›B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC

Advisory

N·LEHI, UT

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+29.9%
3-Year CAGR
+23.4%
Employees
49
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6,850
Team
Total Employees49
Investment Advisers87
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record30
First FilingDec 19, 2019
Latest FilingJul 1, 2026
🔒 Full AUM trend chart and 30 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

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Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

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