firm profile
B.O.S.S. Retirement Advisors, LLC
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
- Client types
- Fee structure
- Fixed Fees and Other Fees
Executive officers 3 of 6
- Tyson Paul Thacker Chief Executive Officer CRD 2388343
- Ryan Thacker President CRD 6321186
- Brent Richard Dewsnup Chief Operating Officer CRD 5340087
3 more executive officers, with direct contact details
Advisory reps 3 of 45
- Hayden Renno Adams Investment Adviser Rep CRD 7698631
- Jonathan Albrethsen Insurance Agent · Investment Adviser Rep CRD 7798864
- Gabriel Christian Baldonado Investment Adviser Rep CRD 8224616
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
- SEC registered
- Registered in 21 jurisdictions
- Website: vimeo.com/user109886858
Every state, with registration dates
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