← Directory
BOYUM WEALTH ARCHITECTS LLC
CRD 161261File 801-112783
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$564.0M
Above cohort median (national)
Discretionary AUM
$423.8M
Non-discretionary $140.2M
Clients
334
1,155 accounts
Employees
15
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 6, 2018
- Principal office
- 3050 METRO DRIVE, SUITE 200, BLOOMINGTON, MN, 55425
- Phone
- 651-289-6444
- Website
- https://www.myboyum.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $564.0M
- Discretionary AUM
- $423.8M
- Non-discretionary AUM
- $140.2M
- Discretionary accounts
- 1,002
- Non-discretionary accounts
- 153
- Total accounts
- 1,155
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.4M |
| Charitable organizations | Fewer than 5 | $1.2M |
| Other investment advisers | Fewer than 5 | $2.4M |
| High net worth individuals | 141 | $346.2M |
| Pension and profit sharing plans | Fewer than 5 | $76.9M |
| Individuals (other than high net worth individuals) | 189 | $76.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- 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 17, 2026 | Clients | 454 | 334 |
| 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.