Bond & Devick Wealth Partners
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
FINTRXOverview
Bond & Devick Wealth Partners is an independent, privately owned registered investment adviser that registered with the SEC in 2016. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that can select and oversee third‑party managers. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Compensation approaches include percentage‑of‑AUM fees as well as hourly and fixed fees. The firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities14%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$335M in ETFs
81%
$269M
19%
$65.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL) | Invesco | Passive | Large Value | $41.2M | 319,112 | 12.31% |
Location
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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