BLOOMINGTON, MNCRD 161261Latest ADV April 30, 2026
Boyum Wealth Architects LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated April 30, 2026, reports $564M in regulatory assets under management, 15 employees, 1 office, and 1,155 accounts.
Assets Under Management
$564M
Employees
15
Offices
1 office
Total Clients
454
Primary office
BLOOMINGTON, MN
3050 METRO DRIVE, SUITE 200, BLOOMINGTON, MN, United States
Top client segmentIndividuals represent 41.6% of total clients.
Top client categories% of clientsClients
1
Individuals
41.6%
189
2
HNWI
31.1%
141
3
401K PLANS FOR PLANNING CLIENTS
26.4%
120
4
Corporations
0.9%
4
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$564Mas of April 30, 2026
Discretionary75.1%
$424M
75% of total RAUM75.1%
Non-discretionary24.9%
$140M
25% of total RAUM24.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$564M
Total Accounts1,155
10Y AUM Change+$436M (+340.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee30:1
10Y Employee Change+11 (+275.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.