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BOND & DEVICK WEALTH PARTNERS
Legal name: BOND & DEVICK FINANCIAL NETWORK, INC.
CRD 283682File 801-107852
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$705.5M
Above cohort median (national)
Discretionary AUM
$704.3M
Non-discretionary $1.2M
Clients
518
1,301 accounts
Employees
16
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 1, 2016
- Principal office
- 600 SOUTH HWY 169, SUITE 675, SAINT LOUIS PARK, MN, 55426
- Phone
- (952) 591-0113
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $705.5M
- Discretionary AUM
- $704.3M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 1,271
- Non-discretionary accounts
- 30
- Total accounts
- 1,301
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $13.4M |
| High net worth individuals | 330 | $633.0M |
| Individuals (other than high net worth individuals) | 183 | $59.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
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
- 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.

