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BOULAY WEALTH
Legal name: BOULAY FINANCIAL ADVISORS, LLC
CRD 111334File 801-60141
APPROVED
Retail clients
Custody
Filing as of Aug 29, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$2.42B
Top 25% of cohort (national)
Discretionary AUM
$2.34B
Non-discretionary $82.5M
Clients
1,135
4,260 accounts
Employees
44
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2001
- Principal office
- 11095 VIKING DRIVE, SUITE 500, EDEN PRAIRIE, MN, 55344
- Phone
- 952-893-9320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.42B
- Discretionary AUM
- $2.34B
- Non-discretionary AUM
- $82.5M
- Discretionary accounts
- 4,013
- Non-discretionary accounts
- 247
- Total accounts
- 4,260
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $20.9M |
| Charitable organizations | 5 | $9.6M |
| High net worth individuals | 534 | $2.14B |
| Pension and profit sharing plans | 8 | $13.0M |
| Individuals (other than high net worth individuals) | 572 | $235.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.