RIA Intel›Advisers›Wyoming›BOOTPACK FINANCIAL PARTNERS, LLC

BOOTPACK FINANCIAL PARTNERS, LLC

Advisory

WY

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in WY

#33

of 42 advisers by AUM

Average account

$1M

across 56 accounts

AUM per adviser

$83M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, WY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

OAK STREET ADVISORY GROUP, LLC

$85M

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$81M

QCI PARTNERS MANAGEMENT LLC

$80M

RAND GROUP FINANCIAL LLC

$80M

WYOMING INVESTMENT MANAGEMENT SERVICES, LLC

$79M

WEALTH MANAGEMENT CONSULTANTS L.L.C.

$95M

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