Boardwalk Financial Strategies LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hartland, WI. Its latest Form ADV filing, dated March 25, 2026, reports $198M in regulatory assets under management, 6 employees, and 593 accounts.
Assets Under Management
$198M
Employees
6
Offices
--
Total Clients
85
Primary office
HARTLAND, WI
128 COTTONWOOD AVENUE, HARTLAND, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.8% of total clients.
Top client categories% of clientsClients
1
HNWI
78.8%
67
2
Individuals
21.2%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of March 25, 2026
Discretionary80.5%
$159M
81% of total RAUM80.5%
Non-discretionary19.5%
$38M
19% of total RAUM19.5%
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$198M
Total Accounts593
10Y AUM Change+$83M (+72.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee14:1
10Y Employee Change+1 (+20.0%)
* 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.