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Building 2BOYUM WEALTH ARCHITECTS LLC

Map pinBLOOMINGTON, MN
Phone651-289-6444
NotebookSEC #801-112783
Total AUM
$564M
Employees
15
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3050 METRO DRIVE
SUITE 200
BLOOMINGTON
MN 55425
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
651-289-6444
Other Offices
1

ReceiptFinancials

Total AUM
$564M
Accounts
1,155
Discretionary
$423.8M
Accounts
1,002
Non-Discretionary
$140.2M
Accounts
153

ContactClients

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Individual Clients
189
AUM
$76.8M
HNW Individual Clients
141
AUM
$346.2M
Pension/Profit Sharing Plan Clients
1
AUM
$76.9M
Charitable Organization Clients
1
AUM
$1.2M
Investment Advisor Clients
1
AUM
$2.4M
Corporation or Business Clients
4
AUM
$1.4M
Other Clients
120
AUM
$59.2M
Description of Other Clients
401K PLANS FOR PLANNING CLIENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIAILMNNENHTXWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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