SAINT LOUIS PARK, MNCRD 283682Latest ADV March 10, 2026
Bond & Devick Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Saint Louis Park, MN. Its latest Form ADV filing, dated March 10, 2026, reports $706M in regulatory assets under management, 16 employees, and 1,301 accounts.
Assets Under Management
$706M
Employees
16
Offices
--
Total Clients
518
Primary office
SAINT LOUIS PARK, MN
600 SOUTH HWY 169, SUITE 675, SAINT LOUIS PARK, MN, United States
Top client segmentHNWI represent 63.7% of total clients.
Top client categories% of clientsClients
1
HNWI
63.7%
330
2
Individuals
35.3%
183
3
Charitable
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$706Mas of March 10, 2026
Discretionary99.8%
$704M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
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$706M
Total Accounts1,301
10Y AUM Change+$419M (+146.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee32:1
10Y Employee Change+6 (+60.0%)
* 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.