Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BOYUM WEALTH ARCHITECTS LLC

dba BOYUM WEALTH ARCHITECTS LLC · CRD 161261 · Registered Investment Adviser

BOYUM WEALTH ARCHITECTS LLC is a Registered Investment Adviser headquartered in BLOOMINGTON, MN. The firm reports $563,959,565 in regulatory assets under management across 1,155 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$423,767,115
Non-discretionary$140,192,450
Total RAUM$563,959,565
Accounts1,155

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 161261. adviserinfo.sec.gov/firm/summary/161261.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.