Boyum Wealth Architects LLC

RIASEC RegisteredEst. 2018
Total AUM
$564M
Discretionary
$424M
75% of AUM
Avg account
$488K
Accounts
1,155
Employees
15
Advisory reps
12

Firm details

Headquarters
Bloomington, Minnesota
CRD number
161261
Registered since
April 6, 2018
Website
myboyum.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI61.38%
  • Pension & Profit Sharing Plans13.63%
  • Individuals13.62%
  • Other10.5%
  • Other Investment Advisers0.43%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Boyum Wealth Architects LLC is an independent registered investment adviser formed in 2018 and organized as an LLC. The firm serves both individuals/families and institutional clients, combining fiduciary portfolio management and financial planning with additional services such as pension consulting, selection of third‑party advisers, and educational workshops. Boyum also operates as an insurance broker and charges fees using a mix of AUM‑based percentages, hourly fees, and fixed fees. The firm identifies as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 81%, Exchange Traded Equities 5%, Private Funds 4%, Other 4%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities5%
  • Private Funds4%
  • Other4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Gregg Sainsbury

    Gregg Sainsbury

    Chief Operating OfficerCRD 2775163

  • James Knapp

    James Knapp

    Founder and CEOCRD 4646507

  • Tyler Rudek

    Tyler Rudek

    Chief Investment OfficerCRD 5377883

Contacts

3 of 9
  • Christopher Miller

    Christopher Miller

    Wealth ManagerCRD 7128550

  • Stephanie Stoup

    Stephanie Stoup

    Senior Integrated Wealth ManagerCRD 7272738

  • Richard Stoeckel

    Richard Stoeckel

    Associate Portfolio ManagerCRD 7511966

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 60

Active vs passive

$266M in ETFs

Passive

47%

$126M

Active

52%

$140M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)SchwabPassiveLarge Blend$44.1M1,522,24516.57%
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Location

Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

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

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
3050 Metro Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth