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
Location
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
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