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B.O.S.S. Retirement Advisors, LLC

RIA Lehi, UT CRD 171143 Last verified October 2026

Overview

B.O.S.S. Retirement Advisors, LLC is an SEC registered investment adviser based in Lehi, UT, registered since 2014. It reports $1.4B in assets under management across 11,452 accounts, with 87 employees. It has 45 investment adviser representatives.

Reported AUM
$1.4B
Discretionary
100%
Accounts
11,452
Average account
$121K
Employees
87
Advisory reps
45
Registered since
2014
Jurisdictions
21

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees and Other Fees

Executive officers 3 of 6

3 more executive officers, with direct contact details

Advisory reps 3 of 45

42 more advisory reps, with emails, phones and branch locations

Location

Headquarters
2500 W Executive Pkwy Ste 500
Lehi, UT 84048
County
Utah
Metro area
Provo-Orem, UT
Region
West

Registrations

Every state, with registration dates

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