Bond & Devick Wealth Partners

RIASEC RegisteredEst. 2016
Total AUM
$706M
Discretionary
$704M
100% of AUM
Avg account
$542K
Accounts
1,301
Employees
16
Advisory reps
10

Firm details

Headquarters
St Louis Park, Minnesota
CRD number
283682
Registered since
June 1, 2016
Website
www.bondanddevick.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.72%
  • Individuals8.37%
  • Charitable Organizations1.9%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bond & Devick Wealth Partners is an independent registered investment adviser structured as a corporation and owner-operated. The firm describes itself as a capital allocator that works with both individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of third‑party advisers. Compensation mixes a percentage-of-AUM model with hourly and fixed-fee arrangements. Investment practice leans toward pooled vehicles and externally managed strategies; the firm identifies as an active ESG investor and reports that it allocates capital to outside managers rather than relying solely on in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 14%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities14%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Richard Devick

    Richard Devick

    Partner, CEOCRD 2517289

  • Teresa Devick

    Teresa Devick

    Chief Compliance OfficerCRD 2241380

Contacts

3 of 8
  • Sabrina Fay

    Sabrina Fay

    Financial AdvisorCRD 6197098

  • Nicholas Johnson

    Nicholas Johnson

    Wealth Management SpecialistCRD 5989826

  • Zackary Johnson

    Zackary Johnson

    Financial AdvisorCRD 7263988

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 121

Active vs passive

$337M in ETFs

Passive

79%

$266M

Active

21%

$71.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL)InvescoPassiveLarge Value$41.2M319,66312.23%
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Location

Primary office

St Louis Park, MN

Hennepin

Location

St Louis Park, MN

Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
600 Highway 169 S
Time zone
CT (UTC-6)
Office locations

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