Boyum Wealth Architects LLC

RIASEC Registered

Total AUM

$564M

Discretionary

$424M

75% of AUM

Avg account

$488K

Accounts

1,155

Employees

Advisory reps

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 organized as an LLC that registered with the SEC in 2018. The firm identifies itself as a capital allocator serving individuals, families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, outsourcing or selection of other managers, and educational seminars. The firm also operates as an insurance broker and uses a mix of fee models — percentage of AUM, hourly fees and fixed fees. The firm does not flag environmental, social or governance (ESG) investing as an active focus. Its business profile indicates a hybrid advisory posture that combines discretionary portfolio management with non‑discretionary relationships and consultant-style services for selecting outside managers.