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| Keyboard |
| Boardwalk Financial Strategies LLC
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|---|---|
| CRD # | 165048 |
| SEC # | 801-127667 |
| CIK # | |
| AUM | 197.6 M (2026-03-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 262-423-7552 |
| Address | 128 Cottonwood Avenue Hartland, WI 53029 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 8.9 |
| (b) Individuals (high net worth individuals) | 67 | 188.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 197.6 |
| By Discretionary | ||
| Discretionary | 467 | 159.1 |
| Non-Discretionary | 126 | 38.5 |
| Total | 593 | 197.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.6 | |
| Total | 593 | 197.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cedarstone Advisors
✚
|
CA | 198.4 M |
|
Safir Wealth Advisors LLC
✚
|
198.2 M | |
|
Constant Guidance Financial LLC
✚
|
MA | 198.0 M |
|
Wealth Management Group Inc
✚
|
NC | 197.7 M |
|
Inman Financial Services Inc
✚
|
OR | 197.5 M |
|
Rydar Equities Inc
✚
|
TX | 197.4 M |
|
Osprey Capital Management Corp
✚
|
FL | 197.2 M |
|
Concordia Wealth Management LLC
✚
|
MA | 197.1 M |
|
Continental Investors Services Inc
✚
|
WA | 196.8 M |
|
The Bendix Financial Group Inc
✚
|
NY | 196.6 M |