Wealth Manager
    SEC Registered
    Manages Private Funds

    B.o.s.s. Retirement Advisors, LLC

    Registered investment advisor · Lehi, Utah · CRD #171143

    Assets Under Management
    $1.4B
    Client Accounts
    11,452
    Employees
    87
    CRD Number
    171143
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About B.o.s.s. Retirement Advisors, LLC

    B.O.S.S. Retirement Advisors, LLC is an SEC-registered investment advisory firm focused on helping clients maximize social security benefits and create effective retirement strategies. It offers brokerage services and insurance products. The firm is based in Lehi, Utah.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for B.o.s.s. Retirement Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is B.o.s.s. Retirement Advisors, LLC's AUM?

    B.o.s.s. Retirement Advisors, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is B.o.s.s. Retirement Advisors, LLC headquartered?

    B.o.s.s. Retirement Advisors, LLC is headquartered in Lehi, Utah.

    What is B.o.s.s. Retirement Advisors, LLC's CRD number?

    B.o.s.s. Retirement Advisors, LLC's CRD number is 171143. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does B.o.s.s. Retirement Advisors, LLC manage?

    B.o.s.s. Retirement Advisors, LLC manages approximately 11,452 client accounts according to its latest SEC filing.

    Is B.o.s.s. Retirement Advisors, LLC SEC registered?

    Yes, B.o.s.s. Retirement Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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