BOYUM WEALTH ARCHITECTS LLC

RIASEC RegisteredEst. 2018

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 and operating since 2018. The firm serves both individual and family clients as well as some institutional relationships, and acts as a capital allocator for third‑party investments. Its service mix includes comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education through seminars and workshops. The firm also operates as an insurance broker and charges clients via a combination of percentage‑of‑AUM fees, hourly billing, and fixed fees. Boyum does not identify as an active ESG investor and is not positioned as a multi‑state adviser. The firm’s operating model emphasizes managed public fund exposures supplemented by selective third‑party allocations.