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BOULEVARD
Legal name: BOULEVARD WEALTH MANAGEMENT, INC.
CRD 164423File 801-134380
APPROVED
Retail clients
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.5M
Bottom 25% of cohort (national)
Discretionary AUM
$117.4M
Non-discretionary $2.1M
Clients
268
858 accounts
Employees
5
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 9, 2026
- Principal office
- 7825 WASHINGTON AVENUE, SUITE 100, BLOOMINGTON, MN, 55439
- Phone
- 877-664-2583
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.5M
- Discretionary AUM
- $117.4M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 847
- Non-discretionary accounts
- 11
- Total accounts
- 858
- AUM per client
- $446K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $71.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 229 | $45.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — INTAKE FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- 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
- No
- 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 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.