Wealthboost Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,231,271
Total clients
38
84% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$2,032,402
About
WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services for charitable organizations. The firm serves individual clients (including high‑net‑worth clients), small business retirement plans, and 501(c)(3) foundations.
The firm builds client portfolios using a tailored, goals‑based process that collects clients’ objectives and risk tolerances, then allocates primarily to mutual funds and ETFs, model portfolios or selected sub‑advisers; ongoing monitoring, rebalancing, and periodic reviews are part of its standard operating approach. Its written disclosures emphasize Modern Portfolio Theory and allow for both long‑ and short‑term strategies, while noting that tax efficiency is not a primary management objective and clients are encouraged to consult tax professionals.
What is distinctive about the firm is that its principals maintain law licenses and the ADV explicitly discloses that legal qualifications exist but that WealthBoost does not provide legal advice through the adviser — a characteristic that is uncommon among peers. The firm also highlights specialized charitable foundation services with explicit UPMIFA considerations, held‑away 529 account advisory capabilities, and the ability to act as a 3(38) fiduciary for small business retirement plans, which together differentiate its service mix from many similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee typically ranges from $1,000 to $10,000, negotiable.
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Not specifically stated, but SEC Part 1 reports hourly charges; brochure states fees for financial planning are fixed fees, no hourly rate explicitly stated.
Account minimum: $1,250,000
Main office location
Wealthboost Advisors, LLC
100 Pine Street, Suite 1250
San Francisco CA 94111, United States
Number of offices
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")