Boria Wealth Management, Ltd
Firm details
- Headquarters
- Wayzata, Minnesota
- CRD number
- 343761
- Registered since
- September 24, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Boria Wealth Management, Ltd is a corporation that registered with the SEC in 2026 and is owned by an individual. The firm identifies as a newly formed adviser and focuses its advisory work on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. The firm does not self-identify as an active ESG investor, is not a capital allocator, and is not set up as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Patrick Boria
President & Financial PlannerCRD 2693189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wayzata, MN
Hennepin
Location
Wayzata, MN
Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 125 Lake St W
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ACM
RIAWayzata, MN
Walleye Capital LLC
RIAWayzata, MN
Minneapolis Portfolio Management Group, LLC
RIAWayzata, MN
Pack Private Wealth, LLC
RIAWayzata, MN
Wayzata Investment Partners LLC
RIAWayzata, MN
North Sky Capital, LLC
RIAWayzata, MN